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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-02 |
| PA | RA | APPROVED | 2025-12-11 |
Branch Locations
3701 Corporate Parkway Suite 320, Center Valley, PA 18034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co. | Bethlehem | PA | 09/2013 | 02/2018 |
| Park Avenue Securities | Bethlehem | PA | 09/2013 | 01/2018 |
| Transamerica Retirement Solutions | Nazareth | PA | 02/2018 | 05/2021 |
| Transamerica Investors Securities Corporation | Nazareth | PA | 02/2018 | 05/2021 |
| Lpl Financial Llc | Nazareth | PA | 05/2021 | 11/2025 |
| Mml Investors Services, Llc | Center Valley | PA | 12/2025 | Present |
| Massmutual Life Insurance Company | Center Valley | PA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-07 |
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