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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-05 |
| NJ | RA | APPROVED | 2017-03-25 |
| PA | RA | APPROVED | 2017-03-25 |
Branch Locations
16 Campus Blvd Suite 200, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Newtown | PA | 01/2015 | 03/2017 |
| Massmutual Life Insurance Co | Newtown Square | PA | 07/2016 | Present |
| Mml Investors Services, Llc | Newtown Square | PA | 03/2017 | Present |
(1) NAME: CREATIVE PREMIER AGENCY, LLC INV REL: Y ADD: 16 CAMPUS BLVD, NEWTOWN SQUARE, PA 19073 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 9/1/2017 NO HRS: 4 NO HRS DUR TRADING: 4 DUTIES: INDIVIDUAL LIFE, LONG TERM CARE & DISABILITY (2) NAME: NEWSQUARE CAPITAL, LLC INV REL: Y ADD: 16 CAMPUS BLVD, NEWTOWN SQUARE, PA 19073 NATURE: LLC MEMBER POSITION: MEMBER START DATE: 03/11/2021 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0 DUTIES: NONE, I AM STRICTLY A PASSIVE MEMBER OF THE LLC. I DO NOT HAVE ANY DECISION-MAKING AUTHORITY (3) NAME: CREATIVE OPERATING AGENCY, LLC INV REL: Y ADD: 16 CAMPUS BLVD, NEWTOWN SQUARE, PA 19073 NATURE: OWNER OF LLC USED FOR FINANCIAL SERVICES BUSINESS POSITION: OWNER START DATE: 12/17/2025 NO. HR/MO: 40 NO. HR/MO DURING SEC TRADING: 40 DESCRIBE DUTIES: OWNER OF LLC USED FOR FINANCIAL SERVICES BUSINESS (4) NAME: CREATIVE OPERATING AGENCY II, LLC INV REL: Y ADD: 16 CAMPUS BLVD, NEWTOWN SQUARE, PA 19073 NATURE: OWNER OF LLC USED FOR FINANCIAL SERVICES BUSINESS POSITION: OWNER START DATE: 12/17/2025 NO. HR/MO: 40 NO. HR/MO DURING SEC TRADING: 40 DESCRIBE DUTIES: OWNER OF LLC USED FOR FINANCIAL SERVICES BUSINESS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-10-03 |
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