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1166 Avenue Of The Americas, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-09-01 |
| SC | RA | APPROVED | 2015-09-01 |
Branch Locations
9171 Towne Centre Drive Suite 100, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial Advisors | San Diego | CA | 04/2011 | 07/2018 |
| Marsh & Mclennan Agency | San Diego | CA | 09/2015 | Present |
| Mma Securities Llc | New York | NY | 09/2015 | Present |
1) MARSH & MCLENNAN AGENCY POSITION: Account Executive NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 05/09/2016 ADDRESS: 9171 Towne Centre Dr, Suite 500, San Diego CA 92122, United States DESCRIPTION: Insurance services provided to individuals and business clients 5. MMA SECURITIES LLC POSITION: registered rep NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2015 ADDRESS: 9171 Towne Centre Dr., Suite 500, San Diego CA 92122, United States DESCRIPTION: I am a registered rep
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-03 |
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