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1166 Avenue Of The Americas, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-16 |
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 |
|---|---|---|---|---|
| Sequoia Financial Group, Llc | Berwyn | PA | 05/2023 | 01/2024 |
| Goldman Sachs | Philadelphia | PA | 03/2022 | 11/2022 |
| Marcus & Millichap | Philadelphia | PA | 03/2021 | 09/2021 |
| Rutgers University | New Brunswick | NJ | 06/2020 | 09/2020 |
| Tailor Vintage | New York | NY | 05/2019 | 09/2019 |
| Tailor Vintage | New York | NY | 05/2018 | 09/2018 |
| Tailor Vintage | New York | NY | 05/2017 | 09/2017 |
| Drexel University | Philadelphia | PA | 09/2018 | 06/2023 |
| Academy For Information Technology | Scotch Plains | NJ | 08/2014 | 06/2018 |
| Sequoia Financial Group, Llc | Berwyn | PA | 01/2024 | 12/2024 |
| Mma Securities Llc | Conshohocken | PA | 03/2025 | Present |
| Marsh Mclennan Agency | Conshohocken | PA | 03/2025 | Present |
The 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 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-12 |
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