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1166 Avenue Of The Americas, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-19 |
Branch Locations
101 Huntington Ave Suite 401, Boston, MA 02199 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Empower Retirement | Andover | MA | 03/2015 | 06/2017 |
| Edelman Financial Engines | Boston | MA | 11/2017 | 02/2021 |
| Fidelity Talentsource/Veritude | Smithfield | RI | 07/2021 | 02/2022 |
| Fidelity Investments | Smithfield | RI | 02/2022 | 11/2024 |
| Unemployed | Ashland | MA | 06/2017 | 11/2017 |
| Layed Off From Edelman Financial Engines | Ashland | MA | 02/2021 | 07/2021 |
| Mma Securities Llc | Boston | MA | 11/2025 | Present |
| Marsh Mclennan Agency | Boston | MA | 11/2025 | Present |
| Unemployed | Boston | MA | 11/2024 | 11/2025 |
The Registered Representative is an employee of Marsh & McLennan Agency LLC ("MMA"), 1166 Avenue of the Americas, New York, NY 10036), an affiliate of MMA Securities LLC. The Registered Representative conducts non-investment related business activities for MMA (e.g. support for its insurance services). These other business activities are not subject to broker-dealer licensing and registration requirements. All MMA Securities LLC activities remain subject to the Firm's supervisory framework.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-24 |
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