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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
| PA | RA | APPROVED | 2021-01-07 |
Branch Locations
1001 Conshohocken State Rd Suite 1-312, Conshohocken, PA 19428 • United States
Villanova, 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 |
|---|---|---|---|---|
| Baseball Enterprises | Vilanova | PA | 05/1991 | Present |
| John Hancock Mutual Life Insurance Co. | Devon | PA | 04/1996 | 11/2018 |
| Signator Investors, Inc. | Devon | PA | 04/1996 | 11/2018 |
| Royal Alliance Associates, Inc. | Devon | PA | 11/2018 | 12/2020 |
| Massmutual Life Insurance Company | Conshohocken | PA | 01/2021 | Present |
| Mml Investors Services, Llc | Conshohocken | PA | 01/2021 | Present |
(1) NAME: LOWENBERG WEALTH MANAGEMENT INV REL: Y ADDR: 1001 CONSHOHOCKEN STATE RD, SUITE 1-312, CONSHOHOCKEN, PA 19428 NATURE: NON-MMLIA: LIFE, DISABILITY, FIXED ANNUITIES, VARIABLE POSITION: OWNER START: 6/24/1996 NO HRS/MO: 80 NO HRS/MO DUR TRADING: 25. (2) NAME: BASEBALL ENTERPRISES INV REL: N ADDR: AT RESIDENTIAL ADDRESS NATURE: OTHER - BUY & SELL BASEBALL CARDS POSITION: OWNER START: 05/1991 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-15 |
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