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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-08-19 |
Branch Locations
4905 Tilghman Street Suite 200, Allentown, PA 18104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Braintree | MA | 07/2002 | 04/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2021 | 06/2022 |
| Northwestern Mutual Investment Services Llc | Kng Of Prussia | PA | 04/2021 | 06/2022 |
| Mml Investors Services, Llc | Allentown | PA | 08/2022 | Present |
| Mass Mutual Insurance Company | Allentown | PA | 07/2022 | Present |
(1) NAME: FINSECA INV REL: N ADD: 600 13TH ST NW, WASHINGTON DC 20005 NATURE: BOARD OF DIRECTORS MEMBER FOR FINSECA POSITION: DIRECTOR START DATE: 07/27/2022 No. HR/MO: 5. No. HR/MO DURING SEC TRADING: 5. DESCRIBE DUTIES: NOT INVESTMENT RELATED, BE AN ACTIVE BOARD MEMBER MAKING DECISIONS THAT ARE PRUDENT FOR THE ORGANIZATION. DRIVE MEMBERSHIP, GROW THE BRAND. (2) NAME: ACREE ENTERPRISES, LLC INV REL: Y ADD: 37304 LIGHTHOUSE RD, UNIT 3 SELBYVILLE DE 19975 NATURE: RENTAL INCOME POSITION: CEO START DATE: 07/27/2022 No. HR/MO: 0-5. No. HR/MO DURING SEC TRADING: 0-5. DESCRIBE DUTIES: I HAVE A CONDO IN SELBYVILLE DE THAT WE RENT FOR INCOME, THROUGH MY LLC, ACREE ENTERPRISES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-20 |
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