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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| NJ | RA | APPROVED | 2022-08-05 |
| PA | RA | APPROVED | 2022-08-05 |
Branch Locations
115 Cynwyd Road Suite 100, Bala Cynwyd, PA 19004 • United States
740 Route 130 N, Cinnaminson , NJ 08077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Bala Cynwyd | PA | 10/2004 | 08/2022 |
| Mml Investors Services | Bala Cynwyd | PA | 10/2004 | 08/2022 |
| Commonwealth Financial Network | Waltham | MA | 08/2022 | Present |
| Wealth And Income Solutions | Bala Cynwyd | PA | 08/2022 | Present |
Fixed insurance sales; as of 8/5/2022; 10% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-17 |
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