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1166 Avenue Of The Americas, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-27 |
Branch Locations
Eight Tower Bridge, Suite 1200, Conshohocken, PA 19428 • United States
161 Washington Street Suite 1200, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-27 |
Branch Locations
161 Washington Street Suite 1200, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Network Corporation | Philadelphia | PA | 05/2016 | 06/2018 |
| Sei | Oaks | PA | 07/2018 | 03/2025 |
| Sei Investments Distribution Co. | Oaks | PA | 06/2019 | 03/2025 |
| Mma Securities, Llc | Conshohocken | PA | 03/2025 | Present |
| Mma Asset Management | Conshohocken | PA | 03/2025 | Present |
| Marsh & Mclennan Agency Llc | Conshohocken | PA | 03/2025 | Present |
1. Investment adviser representative of MMA ASSET MANAGEMENT LLC (161 Washington Street, Suite 1200, Conshohocken, PA), an affiliate of MMA Securities LLC. Provides wealth management and financial planning services. 2. The Registered Representative is an employee of Marsh & McLennan Agency LLC ("MMA Agency", 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 Agency (e.g. support for its life insurance services). These other business activities are not subject to broker-dealer licensing and registration requirements. All MMA Securities activities remain subject to the Firm's supervisory framework.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-07-15 |
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