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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-07-14 |
| PA | RA | APPROVED | 2014-06-18 |
Branch Locations
114 Foxshire Drive, Lancaster, PA 17601 • United States
510 Walnut Street Suite 1630, Philadelphia, PA 19106 • United States
111 East Uwchlan Ave, Exton, PA 19341 • United States
Paoli, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Lancaster | PA | 07/2013 | Present |
| Mml Investors Services, Llc | Lancaster | PA | 09/2013 | Present |
1)NAME:NONE INV REL:Y ADDR:636 BRENTWOOD DR LITITZ PA 175432 NATURE:SIMPLE RENTAL PROPERTY POSITION:OWNER START:10/28/19 NO HR/MO:0 NO HR/MO DUR TRADING:0 (2) NAME: AUSTIN WOLF/COASTAL INSURANCE INV REL: Y ADD: 510 WALNUT STREET SUITE 1630 PHILADELPHIA PA 19106 NATURE: LIFE AND DI INSURANCE POSITION: BROKER CONTRACT INSURANCE REP START DATE: 7/5/2023 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 2 DUTIES: INSURANCE PRODUCT SALES (3) NAME: WOLF TRANSPORTATION, LLC INV REL: N ADDR: 207 BUCKTON DRIVE, LITITZ, PA 17543 NATURE: TRANSPORTATION COMPANY POSITION: OWNER START DATE: 4/8/2024 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: O DUTIES: VEHICLE RENTAL FOR TRANSPORTATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-04 |
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