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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-02-26 |
Branch Locations
16 Campus Blvd Suite 200, Newtown Square, PA 19073 • 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 |
|---|---|---|---|---|
| The Chester County Hospital | West Chester | PA | 05/1991 | 01/2018 |
| Berwyn Fire Company | Berwyn | PA | 05/2013 | Present |
| Metlife Securities | Plymouth Meeting | PA | 03/2016 | 03/2017 |
| Mml Investors Services, Llc | Newtown Square | PA | 03/2017 | Present |
| Massachusetts Mutual Life Insurance Company | Newton Square | PA | 03/2017 | Present |
Name: Eric Sharpe Inv rel: N Add: 606 Waterfall Way Phoenixville, PA 19460 Nature: Paramedic Position: Employee Start date: 01/2016 No. HR/MO: 20 No. HR/MO during sec trading: 4 Describe duties: Care for the sick and injured 2)Name: Eric W. Sharpe Inv rel: Y Add: 16 Campus Blvd Newtown Square PA 19073 Nature: Outside Insurance Sales Position: Agent Start date: 7/19/2022 No. HR/MO: 5 No. HR/MO during sec trading: 5 Describe duties: Sell Life & Health 3) Name: Washington Memorial Chapel Inv rel: Y Add: 2000 Valley Forge Park Rd, King of Prussia, PA 19406 Nature: Volunteer position Position: Vestry Member and Accounting Warden Start date: 02/01/2023 No. HR/MO: 10 No. HR/MO during sec trading: 0 Describe duties: The basic responsibilities of the vestry are to help define and articulate the mission of the congregation; to support the church's mission by word and deed to ensure effective organization and planning, and to manage resources and finances. Approve budget and bills. Account access with check approval authority
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-02 |
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