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1166 Avenue Of The Americas, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-20 |
Branch Locations
Three Galleria Tower 13155 Noel Rd Suite 1400, Dallas, TX 75240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Indiana University | Bloomington | IN | 08/2015 | 05/2017 |
| Foresters Financial Services | Indianapolis | IN | 05/2017 | 12/2017 |
| American United Life | Indianapolis | IN | 12/2017 | 07/2023 |
| Oneamerica Securities | Indianapolis | IN | 01/2018 | 07/2023 |
| Mma Securities Llc | Dallas | TX | 06/2025 | Present |
| Marsh Mclennan Agency | Dallas | TX | 06/2025 | Present |
| Retirement Plan Fiduciaries, Llc | Austin | TX | 08/2023 | 04/2025 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-05 |
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