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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-08-25 |
Branch Locations
100 Sterling Parkway Suite 307, Mechanicsburg, PA 17050 • United States
Harrisburg, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Doylestown | PA | 09/2013 | 04/2021 |
| Primerica Financial Services | Doylestown | PA | 01/2013 | 04/2021 |
| Mml Investors Services, Llc | Mechanicsburg | PA | 04/2021 | Present |
| Massmutual Life Insurance Company | Mechanicsburg | PA | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-20 |
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