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1166 Avenue Of The Americas, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-29 |
Branch Locations
Three Galleria Tower 13155 Noel Rd Suite 1400, Dallas, TX 75240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marsh Mclennan Agency | Dallas | TX | 05/2025 | Present |
| Wd Financial Llc | Garden Ridge | TX | 03/2024 | 04/2025 |
| World Investment Advisors Austin | Austin | TX | 10/2022 | 02/2024 |
| Cecilco | Dallas | TX | 04/2021 | 09/2022 |
| Cedar & Vine | Dallas | TX | 10/2019 | 06/2020 |
| Mwd Consulting | Worthington | OH | 07/2018 | 04/2021 |
| Ohio State Wexner Medical Center | Columbus | OH | 11/2016 | 07/2018 |
| Panera Bread | Columbus | OH | 11/2015 | 10/2016 |
| Mmas Securities, Llc | Dallas | TX | 05/2025 | Present |
The Registered 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 registered investment advisor or 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 | 2025-07-29 |
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