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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-12-08 |
Branch Locations
115 South Main Street, Lewistown, PA 17044 • United States
25 Gateway Drive, Reedsville, PA 17084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vantage Investment Advisors | State College | PA | 05/2016 | 09/2018 |
| Mariner Wealth Advisors | State College | PA | 03/2018 | 01/2022 |
| Massmutual Life Insurance Co. | Reedsville | PA | 02/2022 | Present |
| Mml Investosrs Services | Reedsville | PA | 02/2022 | Present |
1) Name: Kish Bank, Inv Rel: Y Addr:115 S Main Street, Lewistown PA 17044, Nature: Banking Position:Banking position, Start: 5/19/2022, No Hr/Mo: 160 No Hr/Mo Dur Trading: 8, Duties: Administrative assistance for representatives under the DBA Kish Financial Solutions through a formal strategic alliance between MM/MMLIS and Kish Bank.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-11-10 |
| S65 | Uniform Investment Adviser Law Examination | 2017-04-05 |
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