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Current Employers
Tribridge Partners Financial Llc

6721 Columbia Gateway Drive Suite 100, Columbia, MD 21046 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-05-17
  • MD RA
    APPROVED
    Since 2024-05-17

Branch Locations

6721 Columbia Gateway Drive Suite 100, Columbia, MD 21046 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Franklin/Morris Associates Redwood St Balto MD 01/1976 01/2023
Franklin/Morris Consulting Redwood St Balto MD 07/1983 01/2023
Mml Investors Services, Inc. Columbia MD 09/1984 06/2026
Tribridge Partners, Llc Columiba MD 01/2013 06/2026
Tribridge Partners Financial Llc Columbia MD 05/2024 Present
Massmutual Life Insurance Company Columbia MD 06/1971 06/2026
Mma Securities Llc Columbia MD 06/2026 Present
Marsh Mclennan Agency Columbia MD 06/2026 Present
  • 01/1976 → 01/2023
    Franklin/Morris Associates
    Redwood St Balto, MD
  • 07/1983 → 01/2023
    Franklin/Morris Consulting
    Redwood St Balto, MD
  • 09/1984 → 06/2026
    Mml Investors Services, Inc.
    Columbia, MD
  • 01/2013 → 06/2026
    Tribridge Partners, Llc
    Columiba, MD
  • 05/2024 → Present
    Columbia, MD
  • 06/1971 → 06/2026
    Massmutual Life Insurance Company
    Columbia, MD
  • 06/2026 → Present
    Mma Securities Llc
    Columbia, MD
  • 06/2026 → Present
    Marsh Mclennan Agency
    Columbia, MD
Previous Registrations
Other Businesses

1. TRIBRIDGE PARTNERS FINANCIAL LLC INV REL: Y ADDR: 6721 COLUMBIA GATEWAY DR, SUITE 100, COLUMBIA, MD 21046 NATURE: PROVISION OF ADVISORY SERVICES TO CLIENTS THROUGH IRIA POSITION: PRINCIPAL/OWNER START DATE: 5/16/2024 NO. HR/MO: 80 NO. HR/MO DURING SEC TRADING: 80 DUTIES: ONBOARD NEW CLIENTS TO THE RIA AND ADVISE ON THEIR INVESTED ASSETS OR BROADER FINANCIAL PLANNING 2. The Registered 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 Registered 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-06-04
S63 Uniform Securities Agent State Law Examination 1986-04-14
  • S65 Uniform Investment Adviser Law Examination
    2001-06-04
  • S63 Uniform Securities Agent State Law Examination
    1986-04-14
Other Names
  • Dave Morris

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