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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-02 |
| DE | RA | APPROVED | 2024-11-18 |
Branch Locations
15 Reads Way Suite 210, New Castle, DE 19720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Distributors | Radnor | PA | 09/2015 | 04/2017 |
| Lincoln Financial Securities Corporation | Philadelphia | PA | 04/2017 | 11/2019 |
| Lincoln Financial Advisors Corporation | Philadelphia | PA | 04/2017 | 11/2019 |
| Thrivent Investment Management Inc | Newtown Square | PA | 08/2022 | 10/2024 |
| First State Trust Company | Wilmington | DE | 11/2019 | 08/2022 |
| Thrivent Financial | Appleton | WI | 09/2022 | 10/2024 |
| Mass Mutual Life Insurance Company | New Castle | DE | 10/2024 | Present |
| Mml Investors Services Llc | New Castle | DE | 11/2024 | Present |
Name: LAE Holdings LLC Inv rel: Y Add: At Residential Address Nature/Duties: LLC used for pass through entity for income received from consulting and from other entities Position: Managing Member Start date: 12/23/2025 No. HR/MO: 6 No. HR/MO during sec trading: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-18 |
| S65 | Uniform Investment Adviser Law Examination | 2015-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-30 |
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