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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-06 |
| PA | RA | APPROVED | 2022-03-08 |
Branch Locations
2 Campus Blvd Suite 101, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase | Newark | DE | 04/2014 | 09/2017 |
| Morgan Stanley | West Conshohocken | PA | 09/2017 | 03/2019 |
| Lincoln Financial Distributors | Radnor | PA | 03/2019 | 01/2022 |
| Massmutual Life Insurance Co. | Newtown Square | PA | 01/2022 | Present |
| Mml Investors Services | Newtown Square | PA | 02/2022 | Present |
NAME: ANTHONY S. DEGLI OBIZZI JR. INV REL: Y ADD: 2 CAMPUS BLVD, SUITE 101, NEWTOWN SQUARE, PA 19073 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 09/07/2024 No. HR/MO: 1. No. HR/MO DURING SEC TRADING: 1. DESCRIBE DUTIES: PROPERTY AND CASUALTY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-30 |
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