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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-17 |
| PA | RA | APPROVED | 2022-10-12 |
Branch Locations
6 Ppg Place Suite 600, Pittsburgh, PA 15222-5406 • United States
Washington, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Locher Financial Llc | Washington | PA | 01/2016 | 10/2016 |
| Gwn Securities, Inc. | Washington | PA | 08/2015 | 12/2016 |
| Lincoln Financial Securities Corporation | Bethel Park | PA | 10/2018 | 10/2022 |
| Ensphere College Planning Services/Ensphere Marketing Group/Giff | Pittsburgh | PA | 10/2016 | 10/2018 |
| Massmutual Life Insurance Co | Pittsburgh | PA | 10/2022 | Present |
| Mml Investors Services, Llc | Pittsburgh | PA | 10/2022 | Present |
(1) Name: Carmella Stamm Inv rel: Y Add: 6 PPG Pl. Ste 600 Pittsburgh, PA 15222 Nature: Outside Insurance Sales; Life, Disability, Fixed annuities, and Long-term care Position: Insurance Agent Start date: 10/01/2022 No. HR/MO: 2 No. HR/MO dur trading: 2. (2) Name: BF Partners Limited, Inv Rel: Y Addr: At residential address on file, Nature: payroll for admin staff, Position: Partner, Start: 10/1/2025, No Hr/Mo: 1 No Hr/Mo Dur Trading:1 Duties: manage payroll for staff.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-09 |
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