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1166 Avenue Of The Americas, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-08 |
Branch Locations
Upper St. Clair, PA • United States
6 Ppg Place Suite 400, Pittsburgh, PA 15222 • United States
101 Huntington Ave Suite 401, Boston, MA 02199 • United States
2400 Ansys Drive, Suite 102, Canonsburg, PA 15317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Princor Financial Services | Purchase | NY | 02/2006 | 11/2016 |
| Lpl Financial Llc | Pittsburgh | PA | 01/2017 | 01/2021 |
| Global Retirement Partners, Llc | San Rafael | CA | 03/2017 | 01/2021 |
| Raymond James Financial Services Advisors, Inc. | Canonsburg | PA | 01/2021 | 07/2021 |
| Raymond James Financial Services, Inc. | Canonsburg | PA | 01/2021 | 07/2021 |
| Confluence Wealth Services, Inc. | Pittsburgh | PA | 07/2021 | 09/2025 |
| Marsh Mclennan Agency | Upper St. Clair | PA | 12/2025 | Present |
| Mma Securities Llc | Upper St. Clair | PA | 12/2025 | Present |
The Investment Advisor Representative is an employee of Marsh & McLennan Agency LLC ("MMA"), 1166 Avenue of the Americas, New York, NY 10036), an affiliate of MMA Securities LLC. The Investment Advisor Representative conducts non-investment related business activities for MMA (e.g. support for its insurance services). These other business activities are not subject to broker-dealer licensing and registration requirements. All MMA Securities LLC activities remain subject to the Firm's supervisory framework.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-17 |
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