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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-01-07 |
Branch Locations
110 John Robert Thomas Drive, Exton, PA 19341 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Newtown Square | PA | 07/2017 | 02/2018 |
| Mml Investors Services, Llc | Newtown Square | PA | 07/2017 | 02/2018 |
| Take Shape For Life, Inc | Owings Mills | MD | 08/2015 | 01/2017 |
| Integrated Health And Wellness Center, Pc | Exton | PA | 08/2013 | Present |
| Student | Exton | PA | 08/2007 | 07/2017 |
| Lpl Financial Llc | West Chester | PA | 03/2018 | 01/2020 |
| Great Valley Advisor Group, Inc. | West Chester | PA | 01/2018 | 01/2020 |
| Commonwealth Financial Network | Waltham | MA | 01/2020 | Present |
| Seide Financial Group | Exton | PA | 01/2020 | Present |
1.Fixed insurance sales; as of 01/07/2020; 5% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-24 |
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