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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-14 |
Branch Locations
16 Campus Blvd Suite 200, Newtown Square, PA 19073 • United States
Newtown Square, PA • 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 |
|---|---|---|---|---|
| Metlife - Creative Financial Group | Newtown Square | PA | 02/2015 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Newtown Square | PA | 07/2016 | Present |
| Mml Investors Services, Llc | Newtown Square | PA | 03/2017 | 03/2023 |
| Mml Investors Services, Llc | Newtown Square | PA | 01/2025 | Present |
| Msi Financial Services, Inc. | Newtown Square | PA | 07/2016 | 03/2017 |
NAME: Edward Kerschner INV REL: Y ADD: 16 CAMPUS BLVD, STE 200, NEWTOWN SQUARE, PA, USA, 19073 NATURE: Life Settlements POSITION: Agent START DATE: 07/28/2026 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 5 DESCRIBE DUTIES: Assist clients in selling their life insurance policies
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-04 |
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