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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-30 |
| PA | RA | APPROVED | 2017-02-14 |
Branch Locations
Lafayette Hill, PA • United States
220 Gibraltar Road Suite 350, Horsham, PA 19044-2306 • United States
30 South 17Th Street Suite 204, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company | Conshohocken | PA | 03/2014 | 01/2017 |
| Hornor, Townsend & Kent, Inc | Conshohocken | PA | 04/2014 | 01/2017 |
| Massmutual Life Insurance Co | Philadelphia | PA | 01/2017 | Present |
| Mml Investors Services, Llc | Philadelphia | PA | 02/2017 | Present |
(1)NAME:JS BENEFITS GROUP, INV REL: Y ADDR:54 FRIENDS LANE SUITE 121 NEWTOWN PA 18940 NATURE:GROUP LIFE, GROUP HEALTH, POSITION:AGENT, START: 06/25/19 NO HR/MO:1 NO HR/MO DUR TRADING:0. (2)NAME:CONRAD FINANCIAL, INV REL:Y ADDR:1221 LIMBERLOST LANE GLADWYNE PA 19035 NATURE:INDIVIDUAL LIFE, FIXED ANNUITIES/SPIA, POSITION:AGENT, PARTNER, SALES START:07/1/2015 NO HR/MO:10 NO HR/MO DUR TRADING:5 (3)NAME:RRS FINANCIAL INV REL:Y ADDR:101 GREENWOOD AVE SUITE 202 JENKINTOWN PA 19046 NATURE: INDIVIDUAL LIFE, HEALTH, GROUP LIFE, GROUP HEALTH, LONG TERM CARE INSURANCE, DISABILITY INSURANCE, GROUP DISABILITY INSURANCE, POSITION:PARTNER/OWNERSHIP START:09/1/2015 NO HR/MO:10 NO HR/MO DUR TRADING:10 (4)NAME:PRINTFLY CORPORATION INV REL:Y ADDR:2727 COMMERCE WAY PHILADELPHIA PA 19154 NATURE:RETAIL SALES, POSITION:CONSULTANT START:10/25/2017 NO HR/MO:5 NO HR/MO DUR TRADING:0. (5)NAME:BRANDON LEVITHAN, INV REL:Y ADDR:AT RESIDENTIAL ADDRESS, NATURE:INDIVIDUAL LIFE, HEALTH, GROUP LIFE, GROUP HEALTH, LONG TERM CARE INSURANCE, DISABILITY INSURANCE, GROUP DISABILITY INSURANCE AND FIXED ANNUITIES POSITION:SALES/AGENT START:10/25/2017 NO HR/MO:5 NO HR/MO DUR TRADING: 2 (6)NAME:BRANDON LEVITHAN, INV REL:Y ADDR:AT RESIDENTIAL ADDRESS, NATURE:OTHER - COACHING FINANCIAL PROFESSIONALS, POSITION:AGENT START:07/17/2019 NO HR/MO:2 NO HR/MO DUR TRADING:1. (7) NAME: FINNSKY ASSET MANAGEMENT INC INV REL: Y ADD: RESIDENTIAL NATURE: ENTITY ESTABLISHED FOR DIRECT DEPOSIT OF COMPENSATION RELATED TO INVESTMENT ADVISORY BUSINESS POSITION: OWNER START DATE: 09/11/2025 No. HR/MO: 1. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: BOOKKEEPING, PAYROLL, EXPENSES PROCESSING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-15 |
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