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1166 Avenue Of The Americas, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-08 |
| NY | RA | APPROVED | 2025-06-20 |
| MA | RA | APPROVED | 2023-12-06 |
Branch Locations
101 Huntington Ave Suite 401, Boston, MA 02199 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marsh & Mclennan Agency | Boston | MA | 11/2014 | Present |
| Mma Securities | Boston | MA | 01/2016 | Present |
1. Rental Income; not investment-related; 762 E Broadway Boston MA, 02127; Nature-Rental Property; Position - Owner; Start Date 1.1.2018; 2 hrs/month during business hours, 0 hours a month during trading hours; Duties - Owner / Maintenance 2. 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. 3. Boston Harbor Yacht Club; not investment related; 1805 Day Blvd Boston, MA 02127, Yacht Club Board of Trustees - Board Member; Start 2018; 4 hrs/month , 0 hrs/month during trading hours; Duties - As a board member, make decision to better Yacht Club.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-10 |
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