Philip Conjerti

Current Employers

Employment History

• 05/2017 → 08/2019
  Pfs Investments Inc.
  Richmond, VA
• 11/2016 → 08/2019
  Primerica Financial Services
  Richmond, VA
• 09/2005 → 11/2016
  Us Army
  Fort Leonard Wood, MO
• 08/2019 → 04/2020
  American United Life
  Midlothian, VA
• 10/2019 → 04/2020
  Oneamerica Securities
  Midlothian, VA
• 04/2020 → Present
  Mass Mutual Life Insurance Co
  Glen Allen, VA
• 04/2020 → Present
  Mml Investors Services, Llc
  Glen Allen, VA

Previous Registrations

• 2019-11-19 → 2020-04-09
  Oneamerica Securities, Inc.
  Midlothian, VA
  Indianapolis, IN

Other Businesses

(1) NAME: ORGANIC WEALTH MANAGEMENT INV REL: Y ADDR: 100 EASTSHORE DRIVE, GLEN ALLEN, VA 23059 NATURE: DBA FOR FINANCIAL BUSINESS THROUGH MASSMUTUAL POSITION: FINANCIAL ADVISOR START DATE: 1/1/2024 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 2 DUTIES: MASSMUTUAL BUSINESS FOCUSED ON ENVIRONMENTAL AND SOCIALLY FRIENDLY INVESTING STRATEGIES (2) NAME: CONJERTI FINANCIAL LLC, INV REL: Y, ADD: EAST SHORE 1, 100 EASTSHORE DRIVE, SUITE 300, GLEN ALLEN, VA 23059 NATURE: OWNER OF LLC FOR PASS THROUGH COMPENSATION, POSITION: OWNER, START DATE: 1/29/2026 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING:0

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-18
• S63 Uniform Securities Agent State Law Examination
  2017-06-02

Other Names

• Philip James Conjerti