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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-25 |
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 |
|---|---|---|---|---|
| Pelican's Snoballs | Downingtown | PA | 06/2019 | 09/2023 |
| Sow Good Now | West Chester | PA | 08/2024 | 05/2025 |
| New York Life Insurance Company | Wayne | PA | 06/2025 | 12/2025 |
| St. Joseph School | Downingtown | PA | 09/2014 | 06/2017 |
| Bishop Shanahan | Downingtown | PA | 06/2017 | 06/2021 |
| Nylife Securities Llc | Wayne | PA | 09/2025 | 12/2025 |
| Bloomsburg University | Bloomsburg | PA | 08/2021 | 08/2024 |
| West Chester University | West Chester | PA | 08/2024 | 05/2025 |
| Mass Mutual Life Insurance Company | Radnor | PA | 11/2025 | Present |
| Mml Investors Services Llc | Radnor | PA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-18 |
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