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1166 Avenue Of The Americas, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-21 |
| CA | RA | APPROVED | 2026-05-04 |
Branch Locations
9171 Towne Centre Drive Suite 100, San Diego, CA 92122 • United States
Scottsdale, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forusall Advisors, Llc | Scottsdale | AZ | 01/2021 | 11/2021 |
| Forusall, Inc. | Scottsdale | AZ | 01/2021 | 11/2021 |
| Business Of Story | Phoenix | AZ | 02/2019 | 01/2021 |
| Greater Phoenix Chamber Of Commerce | Phoenix | AZ | 07/2018 | 01/2019 |
| Zipps Sports Grill | Scottsdale | AZ | 06/2016 | 05/2017 |
| Arizona State University | Tempe | AZ | 08/2012 | 12/2016 |
| American Heart Association | Tempe | AZ | 01/2018 | 05/2018 |
| Self | Tempe | AZ | 06/2017 | 12/2017 |
| Sequoia Consulting Group | Tempe | AZ | 11/2021 | 11/2024 |
| Pensionmark Financial Group | Santa Barbara | CA | 01/2022 | 11/2024 |
| Alliant Retirement Services, Llc | Alpharetta | GA | 12/2024 | 03/2026 |
| Mma Securities, Llc | Scottsdale | AZ | 04/2026 | Present |
| Marsh Mclennan Agency | Scottsdale | AZ | 04/2026 | Present |
1. The Investment Advisor Representative is an employee of Marsh & McLennan Agency LLC ("MMA"), 1166 Avenue of the Americas, New York, NY 10036), an affiliate of MMA Securities LLC. The Investment Advisor Representative conducts non-investment related business activities for MMA (e.g. support for its insurance services). These other business activities are not subject to broker-dealer licensing and registration requirements. All MMA Securities LLC activities remain subject to the Firm's supervisory framework
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-07 |
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