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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-03 |
| PA | RA | APPROVED | 2023-12-06 |
Branch Locations
3701 Corporate Parkway Suite 320, Center Valley, PA 18034 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Upper Nazareth Twp | Nazareth | PA | 11/2005 | Present |
| Mutual Of Omaha | Bethlehem | PA | 07/2011 | 11/2023 |
| Mutual Of Omaha Investor Services, Inc | Omaha | NE | 06/2012 | 11/2023 |
| Mml Investor Services, Llc | Center Valley | PA | 11/2023 | Present |
| Massmutual Life Insurance Company | Center Valley | PA | 10/2023 | Present |
Name: Upper Nazareth Township Inv Rel: N Add: Residential Address and 100 Newport Ave, Nazareth, PA 18064 Nature: Political Office Position: Township Supervisor and Planning Commissioner Start Date: 11/01/2023 No Hrs/Mo: 4 No/Hrs Mo dur trading: 0 Describe Duties: Township Government. (2) Name: Scott Sylvainus Inv Rel: Y Add: 3701 Corporate Pkwy #320, Center Valley, PA 18034 Nature: Outside Insurance Sales Position: Financial Advisor Start Date: 11/15/2023 No Hrs/Mo: 2 No/Hrs Mo dur trading: 2 Describe Duties: Life(term/universal/whole), Disability, Equity Fixed Life, Long-term care, Fixed annuities and Health.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-16 |
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