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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-17 |
| TX | RA | APPROVED_RES | 2025-03-12 |
| PA | RA | APPROVED | 2019-10-24 |
Branch Locations
Cherry Hill, NJ • United States
16 Campus Blvd Suite 200, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Co | Newtown Square | PA | 06/2019 | Present |
| Mml Investors Services, Llc | Newtown Square | PA | 06/2019 | Present |
| Wagner College | Staten Island | NY | 08/2015 | 05/2019 |
| Mass Mutual Life Insurance Co | Newtown Square | PA | 06/2017 | 06/2019 |
| Mml Investors Services, Llc | Newtown Square | PA | 06/2017 | 06/2019 |
1) Name: Connor Davis Inv rel: Y Add: 16 Campus Blvd Newtown Square PA 19073 Nature: Outside Insurance Position: Broker Start date: 7/5/2022 No hrs/mo: 2 No hrs/mo dur trading: 2 Describe duties: Property & Casualty. 2) NAME: CTD Financial Planning INV REL: Y ADD: Residential Address NATURE: OWNER OF LLC FOR PASS THROUGH COMPENSATION POSITION: Owner START DATE: 07/01/2025 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: sole owner of pass through entity for financial planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-07 |
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