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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-06-07 |
| 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
West Chester, PA • 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 |
|---|---|---|---|---|
| Metlife Securities Inc. | Newtown | PA | 01/2015 | 03/2017 |
| Massmutual Life Insurance Co | Newtown Square | PA | 07/2016 | Present |
| Mml Investors Services, Llc | Newtown Square | PA | 03/2017 | Present |
(1) NAME: TIMOTHY IRVINE INV REL: Y ADDR: 16 CAMPUS BLVD NEWTOWN SQUARE PA 19073 NATURE: INDIVIDUAL LIFE, HEALTH, GROUP LIFE, GROUP HEALTH, LONG TERM CARE, & DISABILITY INSURANCE POSITION: AGENT START: 04/2013 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1 (2) NAME: BLUE HENS, LLC INV REL: Y ADDR: 16 CAMPUS BLVD, NEWTOWN SQUARE, PA 19073 NATURE: A PARTNERSHIP BETWEEN TWO FINANCIAL ADVISORS. ALL REVENUE (I.E. COMMISSIONS, ETC.) AND BUSINESS EXPENSES FLOW INTO AND OUT OF THIS ENTITY POSITION: OWNERSHIP START: 05/2017 NO HRS/MO: 0 NO HRS/MO DUR TRADING: 0 (3) NAME: SUGARFOOT ADVISORS, LLC INV REL: Y ADD: 16 CAMPUS BLVD, NEWTOWN SQUARE, PA 19073 NATURE: LLC FOR OUR BUSINESS POSITION: MEMEBER/OWNER 40% START DATE: 01/01/2023 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: OPERATING ENTITY FOR MASS MUTUAL MMLIS BUSINESS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-04-08 |
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