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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-07-15 |
| PA | RA | APPROVED | 2023-05-15 |
| TX | RA | APPROVED_RES | 2023-05-15 |
Branch Locations
100 Sterling Parkway Suite 307, Mechanicsburg, PA 17050 • United States
Hagerstown, MD • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grove Point Investments, Llc | Rockville | MD | 10/2006 | 10/2021 |
| Massmutual Life Insurance Company | Mechanicsburg | PA | 11/2021 | Present |
| Mml Investors Services | Mechanicsburg | PA | 11/2021 | Present |
(1) Name: Blended Creations, Inv Rel:N Addr:@ Residential address on file, Nature: Retail Sales, Position: Owner, Start: 02/01/2022, No Hr/Mo: 40 No Hr/Mo Dur Trading:0, Duties: designing, creating promoting all items. (2) Name: Jackson Hewitt, Inv Rel: Y Addr: 585 Northern Ave, Hagerstown MD 21740 Nature: Tax Prep, Position: Tax Preparer, Start: 1/10/2022, No Hr/Mo:20 No Hr/ Mo Dur Trading: 0, Duties: To assist clients of Jackson Hewitt to prepare their taxes for federal and state tax returns. (3) NAME: Bester Community of Hope INV REL: N ADD: 356 Mill St, Hagerstown MD 21740 NATURE: Planning and organizing local community events POSITION: Community Ambassador START DATE: 07/01/2025 NO. HR/MO: 20 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: Assisting the organization with planning and executing community events for the city of Hagerstown (4)NAME: Door Dash, INV REL: N ADDR: @ Residential Address on file, NATURE: Delivery Services, POSITION:Delivery Person START: 2/20/2026, No Hr/Mo: 20 No Hr/Mo Dur trading: 0 DUTIES:Accepting delivery food orders and delivering to customers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-14 |
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