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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-28 |
| PA | RA | APPROVED | 2013-03-11 |
Branch Locations
1421 East Third Street/Box 636 Suite 200, Williamsport, PA 17701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual | Williamsport | PA | 03/2010 | Present |
| Mml Investors Services Inc | Williamsport | PA | 07/2010 | Present |
(1)NAME:COLLEGE FINANCIAL AID PLANNING, INV REL: Y ADDR:1421 EAST THIRD ST SUITE 201, WILLIAMSPORT PA 17701, NATURE:COLLEGE CONSULTING, POSITION:SALES/CONSULTANT, START:8/1/14, NO HR/MO:5 NO HR/MO DUR TRADING:5.. (2)Name: Michael Barclay Inv rel: Y Add: Residential address Nature: NonMMLIA Insurance Brokerage Position: Agent Start date: 7/15/2018 No. HR/MO: 1 No. HR/MO during sec trading: 0 Describe duties: individual and group life, individual and group health. Group Disability
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-19 |
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