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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-16 |
Branch Locations
100 Sterling Parkway Suite 307, Mechanicsburg, PA 17050 • United States
Gardners, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Mechanicsburg | PA | 10/2023 | Present |
| Mml Investors Services, Llc | Mechanicsburg | PA | 03/2022 | Present |
| Sun Motor Cars Bmw | Mechanicsburg | PA | 01/2020 | 03/2022 |
| Tw Ponessa | Carlisle | PA | 09/2019 | 01/2020 |
| Becton Dickinson | Zelienople | PA | 10/2018 | 09/2019 |
| Filmtronics Inc | Butler | PA | 05/2017 | 10/2018 |
| River Rocks | Rockledge | FL | 08/2016 | 05/2017 |
| Ark Fitness | Mechanicsburg | PA | 08/2022 | Present |
Name: Ark Fitness Inv rel: N Add: 220 N York St, Mechanicsburg, PA 17055 Nature: Gym Employee Position: Front Desk Staff Start date: 08/16/2022 No. HR/MO: 40 No. HR/MO dur trading: 0 Describe duties: Cleaning, signing members up, and making smoothies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-01 |
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