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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-02 |
| 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
Phoenixville, 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 |
| Mml Investors Services, Llc | Newtown Square | PA | 03/2017 | Present |
| Massmutual Life Insurance Co | Newtown Square | PA | 07/2016 | Present |
(1) NAME: MICHAEL ROOT INV REL: Y ADDR: 16 CAMPUS BLVD NEWTOWN SQUARE PA 19073 NATURE: OUTSIDE INSURANCE SALES POSITION: AGENT START: 3/2011 NO HRS: 4 NO HRS DUR TRADING: 4 DESCRIBE DUTIES: INDIVIDUAL LIFE, HEALTH, GROUP LIFE & HEALTH (2) NAME: HOLY FAMILY CYO INV REL: N ADD: 221 3RD AVE, PHOENIXVILLE, PA 19460 NATURE: CATHOLIC YOUTH ATHLETIC ORGANIZATION POSITION: ATHLETIC DIRECTOR START DATE: 11/01/2024 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: CONSULT W/ OTHER BOARD MEMBERS AND PARENTS TO ORGANIZE SEASONAL SPORTS SCHEDULES (3) NAME: MICHAEL ROOT INV REL: Y ADDR: 16 CAMPUS BLVD NEWTOWN SQUARE PA 19073 NATURE: LIFE SETTLEMENTS POSITION: AGENT START DATE: 05/14/2025 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: REFERRALS FOR LIFE SETTLEMENTS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-08-28 |
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