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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-10-28 |
Branch Locations
201 King Of Prussia Road Suite 501, Radnor, PA 19087 • United States
Perkasie, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Radnor | PA | 06/2015 | Present |
| Mml Investors Services, Llc | Radnor | PA | 10/2015 | Present |
NAME: COLLEGE & CAPITAL CONSULTANTS, LLC INV REL: N ADD: RESIDENTIAL NATURE: EDUCATIONAL COLLEGE CONSULTING (FAFSA/CSS PROFILE, SCHOLARSHIP SEARCH, APPEALS, ETC.) POSITION: OWNER START DATE: 09/29/2025 No. HR/MO: 4. No. HR/MO DURING SEC TRADING: 1-2. DESCRIBE DUTIES: THE SCOOPE OF THIS ENGAGEMENT IS LIMITED TO HELPING FAMILIES PLAN & PAY FOR HIGHER EDUCATION IN THE MOST EFFICIENT WAY POSSIBLE. SERVICES INCLUDE THE DEVELOPMENT OF A COLLEGE FUNDING TIMELINE, GUIDENCE THROUGH FINANCIAL AID PROCESS, FAFSA & CSS PROFILE, MERIT & PRIVATE SCHOLARSHIP SUPPORT & ACCESS TO TOOLS SUCH AS COLLEGE AID PRO & TUITION FIT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-28 |
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