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1166 Avenue Of The Americas, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-28 |
| OH | RA | APPROVED | 2025-10-28 |
Branch Locations
20 N. Martingale Road, Ste. 100, Schaumburg, IL 60173 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab | Richfield | OH | 01/2008 | 12/2017 |
| The Huntington National Bank | Akron | OH | 12/2017 | 07/2023 |
| The Huntington Investment Company | Columbus | OH | 02/2018 | 07/2023 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 07/2023 | 02/2025 |
| Mma Securities Llc | Schaumburg | IL | 03/2025 | Present |
| Marsh Mclennan Agency | Schaumburg | IL | 03/2025 | Present |
1. The Registered 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 Registered 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. 2. Arbonne International; not investment-related; 9400 Jeronimo Rd. Irvine, CA 92618; social marketing; Independent Consultant; Jan 2017; 20 hours/month devoted; 0 hours devoted to the other business during securities trading hours;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-14 |
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