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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-04-26 |
| PA | RA | APPROVED | 2016-03-28 |
Branch Locations
3701 Corporate Parkway Suite 320, Center Valley, PA 18034 • United States
Bethlehem, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co/Greg Falkenbach | Center Valley | PA | 08/2015 | Present |
| Mml Investors Services, Llc | Center Valley | PA | 01/2016 | Present |
(1) Name: Jonathan Mull Insurance Agent, Inv rel: Y Addr: 3701 Corporate Parkway, Suite 320, Center Valley PA 18034 Nature: Life, Property/Casualty, Group Life, Position: Agent Start:11/1/2015, No hr/mo:5. No hr/mo dur trading: 5. (2) Name: Mull Wealth Management, Inc. Inv Rel: Y Add: 3701 Corporate Parkway, Suite 320, Center Valley, PA 18034 Nature: Owner of LLC for pass through compensation Position: Owner Start Date: 10/01/2024 No Hrs/Mo: 160 No/Hrs Mo dur trading: 140 Describe Duties: The business entity was created as a unique marketing name for the producer's MassMutual and MMLIS practice as well as paying business expenses associated with running the business practice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-02 |
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