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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-21 |
Branch Locations
201 King Of Prussia Road Suite 501, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Elephant Restaurant | Pottstown | PA | 01/2022 | 01/2023 |
| Daniel Boone School District | Birdsboro | PA | 09/2007 | 06/2022 |
| Woodward Landscaping | Pheonixville | PA | 07/2021 | 08/2021 |
| New York Life Insurance Co | Wayne | PA | 12/2022 | 01/2026 |
| Nylife Securities Llc. | Wayne | PA | 05/2023 | 01/2026 |
| Mml Investors Services, Llc | Radnor | PA | 03/2026 | Present |
| Massmutual Life Insurance Co | Radnor | PA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-16 |
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