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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-29 |
Branch Locations
3701 Corporate Parkway Suite 320, Center Valley, PA 18034 • United States
Allentown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adp Broker Dealer, Inc. | Allentown | PA | 08/2019 | 01/2022 |
| Adp Llc | Allentown | PA | 08/2019 | 01/2022 |
| Faulkner Motors | Bethlehem | PA | 01/2018 | 08/2018 |
| Penn State University | Center Valley | PA | 08/2018 | 05/2019 |
| Penn State University | Center Valley | PA | 01/2018 | 05/2019 |
| Northampton Community College | Bethlehem | PA | 05/2014 | 10/2016 |
| Massmutual Life Insurance Co | Center Valley | PA | 01/2022 | Present |
| Mml Investors Services, Llc | Center Valley | PA | 03/2022 | Present |
| Lock Haven University | Lock Haven | PA | 10/2016 | 05/2017 |
| Lehigh Carbon Community College | Schnecksville | PA | 05/2017 | 01/2018 |
NAME: WALTER ROLAND INSURANCE AGENT INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: NATURE: OUTSIDE INSURANCE SALES -LIFE INSURANCE, DISABILITY, LTC AND FIXED ANNUITY POSITION: BROKER START DATE: 07/01/2022 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 5 DESCRIBE DUTIES: THIS ACTIVITY INVOLVES THE SALES OF INSURANCE PRODUCTS THAT ARE NOT OFFERED BY MASSMUTUAL OR MMLIA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-25 |
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