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1166 Avenue Of The Americas, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-06 |
| PA | RA | APPROVED | 2024-08-01 |
Branch Locations
Delray Beach, FL • United States
Eight Tower Bridge, Suite 1200, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 09/2014 | 01/2020 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 01/2020 | 07/2024 |
| Mma Securities Llc | Conshohocken | PA | 07/2024 | Present |
| Marsh Mclennan Agency | Conshohocken | PA | 07/2024 | Present |
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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-22 |
| S66 | Uniform Combined State Law Examination | 2013-11-20 |
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