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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-07 |
| PA | RA | APPROVED | 2015-03-03 |
Branch Locations
3477 Corporate Parkway Suite 100, Center Valley, PA 18034 • United States
E Stroudsburg, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 3D Excellence Llc | East Stroudsburg | PA | 02/2004 | Present |
| Mass Mutual Life Insurance Company | Center Valley | PA | 10/2012 | Present |
| Mml Investors Services, Llc | Center Valley | PA | 04/2013 | Present |
1)NAME: PHILIP MASON INSURANCE AGENT INV REL: Y ADD: 3477 CORPORATE PARKWAY, SUITE 100 CENTER VALLEY PA 18034 NATURE: OUTSIDE INSURANCE POSITION: SALES START DATE: 10/2012 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 5 DESCRIBE DUTIES: INDIVIDUAL AND GROUP LIFE & HEALTH INSURANCE. 2)NAME: THE LIMINAL PARTNERS, LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: CONSULTING POSITION: MANAGING PARTNER START DATE: 03/01/2024 NO HRS/MO: 40 NO/HRS MO DUR TRADING: 20 DESCRIBE DUTIES: PROVIDING MANAGEMENT CONSULTING & ADMINISTRATIVE SUPPORT SERVICES TO A SELECT GROUP OF SUCCESSFUL ULTRA HIGH NET WORTH (UHNW) BUSINESS OWNERS AND THEIR FAMILIES. VIRTUAL OFFICE ADMINISTRATIVE SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-30 |
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