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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-28 |
| OK | RA | APPROVED | 2023-08-18 |
Branch Locations
6305 Waterford Blvd Suite 300, Oklahoma City, OK 73118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 05/2012 | 07/2023 |
| Penn Mutual Life Ins Co | Horsham | PA | 05/2012 | 07/2023 |
| Massmutual Life Insurance Co | Oklahoma City | OK | 07/2023 | Present |
| Mml Investors Services, Llc | Oklahoma City | OK | 08/2023 | Present |
NAME: BLUECREST FINANCIAL ALLIANCES INV REL: Y ADD: 1300 N. WALKER AVE., SUITE 200, OKLAHOMA CITY, OK 73103 NATURE: OUTSIDE INSURANCE SALES: LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES, HEALTH. POSITION: MANAGING DIRECTOR START DATE: 07/31/2023 No. HR/MO: 5. No. HR/MO DURING SEC TRADING: 5. DESCRIBE DUTIES: SOLICITATION AND SALE OF FIXED LIFE INSURANCE, DISABILITY INSURANCE, LONG-TERM CARE INSURANCE AND FIXED ANNUITIES THROUGH MULTIPLE INSURANCE CARRIERS. (2) NAME: P SQUARED WEALTH MANAGEMENT, LLC INV REL: Y ADD: 6305 WATERFORD BLVD., SUITE 300, OKLAHOMA CITY, OK 73118 NATURE: THIS IS THE DBA AND LLC OF MY SECURITIES AND INSURANCE BUSINESS POSITION: OWNER START DATE: 09/01/2025 No. HR/MO: 160. No. HR/MO DURING SEC TRADING: 160. DESCRIBE DUTIES: THIS IS THE DBA AND LLC OF MY SECURITIES AND INSURANCE BUSINESS THROUGH MASSMUTUAL AND MML INVESTOR SERVICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-13 |
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