Paul George Liebezeit

Current Employers

Employment History

• 11/2010 → 07/2025
  Mma Asset Management Llc
  Conshohocken, PA
• 11/2012 → 05/2019
  Centurion Group, Llc
  Plymouth Meeting, PA
• 11/2014 → 01/2020
  Purshe Kaplan Sterling Investments
  Albany, NY
• 05/2019 → Present
  Mma Securities Llc
  Conshohocken, PA
• 05/2019 → Present
  Marsh & Mclennan Agency Llc
  Conshohocken, PA
• 07/2025 → Present
  Mma Asset Management
  Conshohocken, PA

Previous Registrations

• 2010-11-24 → 2019-12-31
  Mma Asset Management Llc
  Conshohocken, PA
• 2012-11-12 → 2016-11-14
  The Centurion Group, Llc
  Plymouth Meeting, PA
• 2010-12-01 → 2014-10-17
  Lpl Financial Llc
  Plymouth Meeting, PA
  San Diego, CA
  Plymouth Meeting, PA
• 2009-10-02 → 2010-12-01
  Nrp Advisors, Inc.
  Plymouth Meeting, PA
  Bryan, OH

Other Businesses

1. Investment adviser representative of MMA ASSET MANAGEMENT LLC (161 Washington Street, Suite 1200, Conshohocken, PA), an affiliate of MMA Securities LLC. Provides wealth management and financial planning services. - TIME SPENT up to approximately 90% 2. The Registered Representative is an employee of Marsh & McLennan Agency LLC ("MMA Agency", 1166 Avenue of the Americas, New York, NY 10036), an affiliate of MMA Securities LLC. The Registered Representative conducts non-investment related business activities (up to approximately 10% of his time) for MMA Agency (e.g. support for its life insurance services). These other business activities are not subject to broker-dealer licensing and registration requirements. All MMA Securities activities remain subject to the Firm's supervisory framework. 3. Academy of Notre Dame. Investment-related. Villanova, Pennsylvania. Private preparatory school. Co-chairman of the investment committee which oversees the outside management of the endowment account. Start Date - Feb. 28, 2021. Approximate time spent on this activity: 2 hours per quarter. Zero hours spent during securities trading hours. 4. :Academy of Notre Dame de Namur; Non-Investment related; 560 Sproul Rd, Villanova, PA 19085; Education / 501(c)(3; Trustee/Board Member; Start Date-8.01.2024; Devote 1 hour per month, Zero hours spent during securities trading hours; : Setting strategy, and endowment oversight

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-01-21
• S63 Uniform Securities Agent State Law Examination
  1995-02-24

Designations

Other Names

• Paul G Liebezeit