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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-08-08 |
| DE | RA | APPROVED | 2024-07-17 |
| NY | RA | APPROVED | 2024-07-11 |
| PA | RA | APPROVED | 2024-07-11 |
Branch Locations
57 S. Main Street Suite 203, Yardley, PA 19067 • United States
6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | Springfield | MA | 06/1998 | Present |
| Treloar & Heisel, Llc | New Castle | PA | 02/1989 | Present |
| Mml Investors Services, Inc. | New Castle | PA | 12/1998 | 12/2016 |
| Wcg Wealth Advisors, Llc | New Castle | PA | 12/2016 | 04/2024 |
| Mai Capital Management, Llc | Cleveland | OH | 06/2024 | Present |
1) Treloar & Heisel, LLC: Fixed insurance sales/sale of non-variable insurance; Accident and Health Insurance Products and Property & Casualty for various carriers. 2) Massachusetts Mutual Life Insurance Company: Fixed insurance sales/sale of non-variable insurance; Accident and Health Insurance Products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-04 |
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