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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-03-25 |
Branch Locations
16 Campus Blvd Suite 200, Newtown Square, PA 19073 • 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 |
|---|---|---|---|---|
| Mml Investors Services, Llc | Newtown Square | PA | 07/2016 | Present |
| Massachusetts Mutual Life Insurance Company | Newtown Square | PA | 07/2016 | Present |
1) NAME: JOHN PRESTA INV REL: Y ADDR:16 CAMPUS BLVD, SUITE 200, NEWTOWN SQUARE, PA 19073 NATURE: INDIVIDUAL LIFE, PROPERTY/CASUALTY, HEALTH, GROUP LIFE, GROUP HEALTH, & LONG TERM CARE POSITION: AGENT START: 10/2011 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 5 2) NAME: JOHN PRESTA INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: RENTAL IMCOME POSITION: OWNER START: 1/1/2022 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: COLLECT RENT AND PERFORM MAINTENANCE. 3) NAME: JP Wealth Strategies, LLC INV REL: Y ADD: 16 CAMPUS BLVD, STE 200, NEWTOWN SQUARE, PA 19073 NATURE: OWNER OF LLC FOR PASS THROUGH COMPENSATION POSITION: OWNER START DATE: 11/13/2023 NO. HR/MO: 160 NO. HR/MO DURING SEC TRADING: 140 DESCRIBE DUTIES: Financial advisory for clients and companies 4) NAME: John Presta INV REL: Y ADD: Bradenton FL NATURE: Simple rental property POSITION: Owner START DATE: 11/21/2023 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: Managing property and speaking with renters 5) NAME: SAOR 6104 LLC INV REL: Y ADD: St. Augustine Beach FL NATURE: LLC for rental property POSITION: Owner START DATE: 11/21/2023 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: Managing property and speaking with renters
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-07-24 |
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