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Fort Washington, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-06-06 |
Branch Locations
Fort Washington, PA • United States
16 Campus Boulevard Suite 100, Newtown Square, PA 19073-3229 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-02-15 |
Branch Locations
16 Campus Boulevard Suite 100, Newtown Square, PA 19073-3229 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 03/2017 |
| Mml Investors Services, Llc | Newtown Square | PA | 03/2017 | 04/2017 |
| The Investment Lab, Llc | West Conshohocken | PA | 01/2018 | Present |
| Newsquare Capital, Llc | Newtown Square | PA | 01/2010 | Present |
Investment Advisor Rep and Portfolio Manager - NewSquare Capital, LLC - from business address - 40 sec hours 0 non sec hours - since 3/2010 Investment Advisor Rep and Research Analyst - The Investment Lab - 20 hours per week since Jan 2018
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-31 |
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