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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-22 |
| PA | RA | APPROVED | 2007-06-21 |
Branch Locations
220 Gibraltar Road Suite 350, Horsham, PA 19044-2306 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Hosham | PA | 07/1989 | Present |
| Mml Investors Services | Horsham | PA | 01/1991 | Present |
(1)NAME: JAMES P. MCGOLDRICK, CLU, CASL, CHFC INV REL: Y ADDR: 220 GIBRALTAR RD SUITE 350 HORSHAM PA 19044 NATURE: OTHER- SERVICING EQUITY INDEXED ANNUITY CONTRACTS POSITION: AGENT START: 07/01/2004 NO HRS: 3 NO HRS DUR TRADING: 3. (2)NAME: JAMES P. MCGOLDRICK, CLU, CASL, CHFC INV REL: Y ADDR: 220 GIBRALTAR RD SUITE 350 HORSHAM PA 19044 NATURE: INDIVIDUAL LIFE, HEALTH, GROUP HEALTH, FIXED ANNUITIES POSITION: SALES START:01/02/1991 NO HRS: 6 NO HRS DUR TRADING: 6. (3) NAME: BMC WEALTH MANAGEMENT LLC INV REL: Y ADDR: 220 GIBRALTAR RD SUITE 350 HORSHAM PA 19044 NATURE: LLC POSITION: LLC MEMBER START: 01/31/2023 NO HRS: 1 NO HRS DUR TRADING: 0 DESCRIBE DUITES: LLC IS USED FOR EXPENSES AND COMPENSATION FOR ADVISORY FEES. (4) NAME: RMJ FINANCIAL LLC INV REL: Y ADD: 220 GIBRALTAR ROAD, SUITE 350, HORSHAM, PA 19044 NATURE: LLC CREATED TO MARKET MASS MUTUAL AND MML BUSINESS POSITION: FINANCIAL ADVISOR AND INSURANCE AGENT START DATE: 02/28/2023 NO. HR/MO: 40 NO. HR/MO DURING SEC TRADING: 40 DESCRIBE DUTIES: SALE AND SOLICITATION OF MM AND MMLIS PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-12-20 |
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