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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-03-25 |
| PA | RA | APPROVED | 2017-03-25 |
Branch Locations
16 Campus Blvd Suite 200, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Fin. Plng. Org. | Wayne | PA | 12/1980 | Present |
| Metlife Securities Inc. | Newtown | PA | 01/2015 | 03/2017 |
| Massmutual Life Insurance Co | Newtown Square | PA | 07/2016 | Present |
| Mml Investors Services, Llc | Newtown Square | PA | 03/2017 | Present |
(1)NAME: NEWSQUARE CAPITAL, LLC INV REL: Y ADDR: 16 CAMPUS BLVD NEWTOWN SQUARE PA 19073 NATURE: INDEPENDENT INVESTMENT ADVISOR (NONCRIA) POSITION: OWNERSHIP START: 01/2013 NO HRS: 1 NO HRS DUR TRADING: 1. (2)NAME: GARY DANIELS INV REL: Y ADDR: 118 36TH STREET AVALON NJ 08202 NATURE: SIMPLE RENTAL PROPERTY POSITION: OWNER START: 04/2016 NO HRS: 1 NO HRS DUR TRADING: 1. (3)NAME: GARY DANIELS INV REL: Y ADDR: 10295 COLLINS AVE BAL HARBOUR FL 33154 NATURE: SIMPLE RENTAL PROPERTY POSITION: OWNER START: 05/2011 NO HRS: 1 NO HRS DUR TRADING: 1. (4)NAME: KEYSTONE FAIR BUSINESS PARTNERS INV REL: Y ADDR: 16 CAMPUS BLVD SUITE 175A NEWTOWN SQUARE PA 19073 NATURE: 501C6 POSITION: TREASURER ON BOARD START: 5/1/2022 NO HRS/MO: 6 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: OVERSIGHT OF FINANCIAL MANAGEMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-15 |
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