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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-01 |
Branch Locations
111 East Uwchlan Ave, Exton, PA 19341 • United States
Elverson, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co. | Bala Cynwyd | PA | 04/2018 | 10/2020 |
| Mml Investors Services | Bala Cynwyd | PA | 11/2019 | 10/2020 |
| Temple University | Philadelphia | PA | 08/2017 | 05/2019 |
| Lou Mattera Remodeling | Devon | PA | 05/2013 | 08/2017 |
| Exxon | Morgantown | PA | 07/2015 | 08/2017 |
| Delaware County Community College | Media | PA | 08/2015 | 08/2017 |
| Vanguard Marketing Corporation | Malvern | PA | 11/2020 | 05/2021 |
| Massmutual Life Insurance Co. | Exton | PA | 05/2021 | Present |
| Mml Investors Services | Exton | PA | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-05 |
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