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116 Commons Court, Chadds Ford, PA 19317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-03-22 |
| DE | RA | APPROVED | 2022-07-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Glen Mills | PA | 03/2017 | 01/2019 |
| Quantum Strategies, Llc | Glen Mills | PA | 11/2020 | 04/2022 |
| Quantum Strategies, Llc | Glen Mills | PA | 02/2019 | 04/2022 |
| Independent Insurance Agent | Glen Mills | PA | 11/1994 | Present |
| Mml Investors Services, Llc | Glen Mills | PA | 03/2017 | 01/2019 |
| Msi Financial Services, Inc. | Marlton | NJ | 09/2002 | 03/2017 |
| Msi Financial Services, Inc. | Marlton | NJ | 11/2003 | 03/2017 |
| Metlife Securities, Inc. | New York | NY | 08/2002 | 03/2017 |
| Metropolitan Life Insurance Company | New York | NY | 08/2002 | 03/2017 |
| Smithbridge Asset Management Inc | Chadds Ford | PA | 04/2022 | Present |
Independent Insurance Agent; investment related; Glen Mills, PA; insurance sales; insurance agent; start date 11/1994; approx. 40 hrs/month 0 hrs/month during securities trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-05-06 |
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