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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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
Hatboro, PA • 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 |
|---|---|---|---|---|
| Metlife Securities Inc. | Newtown | PA | 01/2015 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Newtown Square | MA | 07/2016 | Present |
| Mml Investors Services, Llc | Newtown Square | PA | 03/2017 | Present |
(1)NAME: MARK KIRSCH INV REL: Y ADDR: 16 CAMPUS BLVD NEWTOWN SQUARE PA 19073 NATURE: INDIVIDUAL LIFE, PROPERTY/CASUALTY, HEALTH, GROUP LIFE, GROUP HEALTH POSITION: AGENT START: 09/2016 NO HRS: 4 NO HRS DUR TRADING: 4. (2)NAME: INNOVATIVE PLANNERS, LLC INV REL: Y ADDR: 16 CAMPUS BLVD NEWTOWN SQUARE PA 19073 NATURE: LLC FOR BUSINESS PURPOSES POSITION: PARTNER START: 4/1/2022 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: BUSINESS MANGEMENT TO HANDLE CERTAIN THINGS LIKE SHARED EXPENSES AND NON-MMLIA INSURANCE COMMISSIONS SOLD THROUGH THIS TEAM (EACH TEAM MEMBER HAS NON-MMLIA INSURANCE INDIVIDUALLY APPROVED AS AN OBA AS WELL). (3) NAME: CHERRY BLOSSOM GROVE, LLC INV REL: Y ADD: RESIDENTIAL NATURE: RENTAL PROPERTY POSITION: MEMBER START DATE: 09/01/2024 No. HR/MO: 5. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: PURCHASES RENTAL PROPERTY AND HANDLING THE MANAGEMENT (4) NAME: KIPPACK, LLC INV REL: Y ADD: RESIDENTIAL NATURE: SHELL COMPANY FOR TAX PURPOSES POSITION: MEMBER START DATE: 1/16/2025 NO. HR/MO: 4 NO. HR/MO DURING SEC TRADING: 0 DUTIES: ACCOUNTING ASSOCIATED WITH THE FINANCIALS FOR TAX PURPOSES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-03 |
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