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1166 Avenue Of The Americas, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-06 |
| OR | RA | APPROVED | 2026-01-05 |
Branch Locations
9171 Towne Centre Drive Suite 100, San Diego, CA 92122 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bci Group | Portland | OR | 01/2016 | 02/2017 |
| Lpl Financial Llc | Portland | OR | 03/2016 | 03/2017 |
| Global Retirement Partners, Llc | Portland | OR | 05/2016 | 03/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2017 | 11/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2017 | 11/2020 |
| Hub International | Portland | OR | 03/2017 | 11/2020 |
| Precept Advisory Group Llc | Irvine | CA | 11/2020 | 12/2025 |
| Marsh Mclennan Agency | Aliso Viejo | CA | 11/2024 | Present |
| Mma Securities Llc | Aliso Viejo | CA | 01/2026 | Present |
The Investment Advisor 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 Investment Advisor 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 | 2016-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-22 |
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