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161 Washington Street Suite 1200, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-02 |
Branch Locations
Philadelphia, PA • United States
161 Washington Street Suite 1200, Conshohocken, PA 19428 • United States
1166 Avenue Of The Americas, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-24 |
Branch Locations
Eight Tower Bridge, Suite 1200, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Bryn Mawr | PA | 05/2021 | 05/2025 |
| Syracuse University | Syracuse | NY | 08/2020 | 05/2021 |
| Francesca's | Limerick | PA | 01/2019 | 08/2020 |
| Rally House | Collegeville | PA | 12/2017 | 09/2018 |
| Full-Time Education | Boyertown | PA | 08/2006 | 05/2019 |
| Full-Time Education | Syracuse | NY | 08/2019 | 05/2023 |
| Mma Securities, Llc | Conshohocken | PA | 05/2025 | Present |
| Marsh Mclennan Agency | Conshohocken | PA | 05/2025 | Present |
| Mma Asset Management | Conshohocken | PA | 11/2025 | Present |
1. The Investment Adviser 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 Adviser 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. 2. Investment adviser representative of MMA ASSET MANAGEMENT LLC (8 Tower Bridge Suite 1200, Conshohocken, PA), an affiliate of MMA Securities LLC. Provides wealth management and financial planning services during securities trading hours. 2. Investment adviser representative of MMA ASSET MANAGEMENT LLC (8 Tower Bridge Suite 1200, Conshohocken, PA), an affiliate of MMA Securities LLC. Provides wealth management and financial planning services during securities trading hours. 3. Online Sales; Not investment-related; E-commerce Marketplace; online seller; Start Date 01.01.2026; devote 6 hrs a month; 0 hrs during trading hours; Online fashion resale
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-24 |
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