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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-03-25 |
| PA | RA | APPROVED | 2017-03-25 |
Branch Locations
16 Campus Blvd Suite 200, Newtown Square, PA 19073 • 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 |
|---|---|---|---|---|
| The New England | Philadelphia | PA | 01/1993 | Present |
| New England Securities | Boston | MA | 02/1993 | Present |
| Metlife Securities Inc. | Newtown | PA | 01/2015 | Present |
| Mml Investors Services, Llc | Newtown Square | PA | 03/2017 | Present |
1) NAME: JOSEPH SYERNCK III INV REL: Y ADDR: 16 CAMPUS BLVD, SUITE 175A, NEWTOWN SQUARE, PA 19073 NATURE: OUTSIDE INSURANCE BUSINESS POSITION: AGENT START: 4/2013 NO HRS: 10 NO HRS DUR TRADING: 9 DESCRIBE DUTIES: INDIVIDUAL LIFE, HEALTH, GROUP LIFE, GROUP HEALTH, & LONG-TERM CARE 2) NAME: CEREBRUM STRATEGIC ADVISORS INV REL: Y ADD: 16 CAMPUS BLVD, SUITE 175A, NEWTOWN SQUARE, PA 19073 NATURE: REFERRAL FEE FOR EMPLOYEE RETENTION CREDIT POSITION: N/A START DATE: 06/06/2023 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: NO DUTIES, JUST A REFERRAL SOURCE FOR CLIENTS INTERESTED IN EMPLOYEE RETENTION CREDIT. CEREBRUM STRATEGIC ADVISORS HAS A RESELLER AGREEMENT WITH SYNERGI PARTNERS. SYNERGI PARTNERS IS THE COMPANY THAT CONTRACTS WITH THE CLIENT 3) NAME: ZINSER PROPERTIES, LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: RENTAL REAL ESTATE PARTNERSHIP POSITION: MANAGING MEMBER START DATE: 01/01/2023 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: PAY BILLS & MANGER PROPERTY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-18 |
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