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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-23 |
| PA | RA | APPROVED | 2010-11-22 |
Branch Locations
201 King Of Prussia Road Suite 501, Radnor, PA 19087 • United States
Oreland, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Springfield | MA | 03/2003 | Present |
| Mml Investors Serives, Inc. | Radnor | PA | 03/2003 | Present |
(1) NAME: OLD YORK ROAD TEMPLE BETH AM. INV REL: N ADD: 971 OLD YORK ROAD, ABINGTON, PA 19001 NATURE: COMPENSATED BOARD SERVICE. POSITION: SYNAGOGUE TEACHER AND BOARD SERVICE. START DATE: JUNE 14. No. HR/MO: 9. No. HR/MO DURING SEC TRADING: 0. (2) NAME: BRUCE H SHAM. INV REL: Y ADD: 201 KING OF PRUSSIA ROAD SUITE 501, RADNOR, PA 19004. NATURE: INDIVIDUAL LIFE, HEALTH, GROUP LIFE, GROUP HEALTH. POSITION: SALES, AGENT. START DATE: APRIL 2003 No. HR/MO: 6. No. HR/MO DURING SEC TRADING: 3. (3) NAME: SPECIAL PLANNING SOLUTIONS, INV REL: Y ADDR: @ RESIDENTIAL ADDRESS ON FILE, NATURE: SOCIAL SECURITY ADVOCACY/CONSULTING AND REPRESENTATION, POSITION: OWNER, START:11/1/2021, NO HR/MO:10 NO HR/MO DUR TRADING:5, DUTIES: SOCIAL SECURITY ADVOCACY WORK.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-07-21 |
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