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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-21 |
Branch Locations
201 King Of Prussia Road Suite 501, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | Conshohocken | PA | 08/2022 | 05/2024 |
| Regal Cinemas | Quakertown | PA | 01/2016 | 06/2017 |
| Giant Food Stores | Quakertown | PA | 06/2017 | 06/2018 |
| Let's Bounce Around Rentals | Coopersburg | PA | 06/2018 | 06/2021 |
| Northwestern Mutual | Jamison | PA | 06/2021 | 09/2021 |
| Clemmer Moving & Storage | Telford | PA | 05/2022 | 08/2022 |
| Saint Joseph University | Philadelphia | PA | 09/2018 | 05/2022 |
| The Vanguard Group, Inc. | Malvern | PA | 09/2024 | 10/2025 |
| Vanguard Marketing Corporation | Malvern | PA | 08/2024 | 10/2025 |
| Mml Investors Services, Llc | Radnor | PA | 11/2025 | Present |
| Massmutual Life Insurance Co | Radnor | PA | 11/2025 | Present |
| Northwestern Mutual Investment Services, Llc | Jamison | PA | 02/2021 | 09/2021 |
| First Trust Financial Resources | Conshohocken | PA | 06/2022 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-16 |
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