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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-06-11 |
Branch Locations
220 Gibraltar Road Suite 350, Horsham, PA 19044-2306 • United States
Chalfont, 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 |
|---|---|---|---|---|
| Citizens Bank | Horsham | PA | 04/2015 | 09/2016 |
| Citizens Securities, Inc | Horsham | PA | 04/2015 | 09/2016 |
| Citizens Bank Inc. | Horsham | PA | 04/2015 | 05/2019 |
| Citizens Bank | Horsham | PA | 04/2015 | 05/2019 |
| Massmutual Life Insurance Co | Horsham | PA | 04/2019 | Present |
| Mml Investors Services, Llc | Horsham | PA | 05/2019 | Present |
1)NAME:SEAN & LINDSEY O'ROURKE INV REL:Y ADDR:@RESIDENTIAL ADDR ON RECORD, NATURE:SIMPLE RENTAL PROPERTY POSITION:OWNER START:1/14/2014 NO HR/MO:10 NO HR/MO DUR TRADING:0. 2)NAME:SEAN O'ROURKE INV REL:Y ADDR:220 GIBRALTAR RD SUITE 350 HORSHAM PA 19044 NATURE: OUTSIDE INSURANCE POSITION:AGENT START: 04/01/2021 NO HR/MO:2 NO HR/MO DUR TRADING:2. DESCRIBE DUTIES: LIFE INSURANCE, HEALTH, DISABILITY, LONG-TERM CARE, PROPERTY AND CASUALTY, FIXED ANNUITIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-04 |
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