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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-15 |
Branch Locations
100 Sterling Parkway Suite 307, Mechanicsburg, PA 17050 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fefa Asset Management, Llc | St Louis | MO | 03/2020 | 05/2023 |
| Ae Wealth Management, Llc | St Louis | MO | 03/2020 | 05/2023 |
| Oracle Corporation | Burlington | MA | 03/2015 | 03/2018 |
| Fefa Advisors Llc (Previously Ev Federal, Llc) | Valley Park | MO | 03/2018 | 03/2026 |
| Fefa Financial/Vci Wealth Management | Valley Park | MO | 05/2023 | 03/2026 |
| Massmutual Life Insurance Co. | Longmeadow | MA | 03/2026 | Present |
| Mml Investors Services Llc | Longmeadow | MA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-14 |
| S65 | Uniform Investment Adviser Law Examination | 2020-02-14 |
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