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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-23 |
| PA | RA | APPROVED | 2009-08-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Exton | PA | 07/2009 | Present |
| Mml Investor Services, Llc | Exton | PA | 07/2009 | Present |
| Ufinancial | Camp Hill | PA | 07/2009 | Present |
(1)NAME:IKHAYA PROPERTY HOLDINGS INC, INV REL:Y ADDR:1368 SHEEPHILL RD POTTSTOWN PA 19465, NATURE:REAL ESTATE, POSITION:OWNER, START:11/29/17 NO HR/MO:28 NO HR/MO DUR TRADING:0. (2)NAME:JEROMIA J BURGER, INV REL:Y ADDR:1368 SHEEPHLL RD POTTSTOWN PA 19465, NATURE:HEALTH, GROUP LIFE, GROUP DISABILITY, POSITION:INSURANCE BROKER START:5/1/2014, NO HR/MO:2 NO HR/MO DUR TRADING:2
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-18 |
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