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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-03-02 |
| PA | RA | APPROVED | 2022-07-26 |
Branch Locations
10 Lake Center Drive Suite 203, Marlton, NJ 08053 • 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 |
|---|---|---|---|---|
| Archome | Mt. Laurel | NJ | 07/2019 | 07/2020 |
| Midili Financial Services Llc | Turnersville | NJ | 08/2009 | 08/2020 |
| New York Life Insurance Co | Mr Laurel | NJ | 09/2020 | 01/2022 |
| Nylife Securities Llc | Mt Laurel | NJ | 12/2020 | 01/2022 |
| Mml Investors Services, Llc | Marlton | NJ | 03/2022 | Present |
| Mass Mutual Insurance Company | Marlton | NJ | 01/2022 | Present |
NAME: MFS ADVISORS LLC INV REL: Y ADD: 591 MANTUA BOULEVARD SEWELL NJ 08080 NATURE: BUSINESS FORMED SOLELY TO HOLD A LEASE FOR A MASSMUTUAL REGISTERED OFFICE POSITION: PRESIDENT START DATE: 02/14/2025 No. HR/MO: 1. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: I PAY THE RENT FOR THE NEW OFFICE WE ARE MOVING INTO. (2) NAME: EVERGREEN LAKE AGENCY LLC INV REL: Y ADD: 591 MANTUA BOULEVARD SEWELL NJ 08080 NATURE: PURCHASED EXISTING P&C INSURANCE SHOP FROM A RETIRED AGENT POSITION: PRESIDENT START DATE: 02/14/2025 No. HR/MO: 1. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: OPERATE THE BUSINESS WHOLLY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-21 |
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