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1166 Avenue Of The Americas, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-05-08 |
| NY | RA | APPROVED | 2025-03-19 |
| RI | RA | APPROVED | 2025-03-19 |
| VA | RA | APPROVED | 2025-03-19 |
| MD | RA | APPROVED | 2025-02-24 |
| DE | RA | APPROVED | 2025-01-17 |
| PA | RA | APPROVED | 2025-01-17 |
Branch Locations
Eight Tower Bridge, Suite 1200, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rtd Financial Advisors, Inc. | Philadelphia | PA | 04/2004 | 03/2018 |
| Riversedge Advisors | Wilmington | DE | 06/2021 | 11/2022 |
| Riversedge Advisors, Llc | Wilmington | DE | 06/2021 | 11/2022 |
| Einstein Healthcare Network | Philadelphia | PA | 07/2018 | 06/2021 |
| Unemployed | Sharon Hill | PA | 04/2018 | 07/2018 |
| Unemployed | New Castle | DE | 11/2022 | 02/2023 |
| Onedigital Investment Advisors Llc | Baltimore | MD | 02/2023 | 12/2024 |
| Marsh Mclennan Agency | Conshohocken | PA | 12/2024 | Present |
| Mma Securities Llc | Conshohocken | PA | 12/2024 | Present |
1. The Registered Representative is an employee of Marsh & McLennan Agency LLC ("MMA"), 1166 Avenue of the Americas, New York, NY 10036), an affiliate of MMA Securities LLC. The Registered Representative conducts non-investment related business activities for MMA (e.g. support for its insurance services). These other business activities are not subject to broker-dealer licensing and registration requirements. All MMA Securities LLC activities remain subject to the Firm's supervisory framework. 2. Women Beyond Measures; non-investment related; Unpaid Volunteer; Director of Philanthropy; start date 1/1/2025; 2-3 hrs a month; 0 hrs during trading hours; Support with creating strategies for raising funds to support the org mission of supporting women in our local Delaware community 3. The401KFashionista!; Not Investment Related; 10 Hillary Circle New Castle DE 19720; Newsletter/Blog Writer; Author Owner of the Blog; Start Date 01/01/2023; devotes 2-3 hours a month not during rading hours; Writing retirement plan industry content.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-22 |
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