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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-30 |
| NJ | RA | APPROVED | 2024-07-03 |
| TX | RA | APPROVED | 2021-11-24 |
| DE | RA | APPROVED | 2018-06-19 |
Branch Locations
408 Swedesboro Rd Suite C, Mullica Hill, NJ 08062 • United States
15 Reads Way Suite 210, New Castle, DE 19720 • United States
West Deptford, NJ • United States
111 S Main St, North East, MD 21901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | New Castle | DE | 04/2017 | Present |
| Mml Investors Services, Llc | New Castle | DE | 12/2017 | Present |
| Widener University | Chester | PA | 08/2017 | 08/2018 |
| Widener University | Chester | PA | 08/2016 | 05/2017 |
| Widener University | Chester | PA | 06/2014 | 05/2017 |
NAME: NOW WHAT FINANCIAL EDUCATION, LLC INV REL: Y ADD: 15 READS WAY, SUITE 210, NEW CASTLE DE 19720 NATURE: BOOK SALES, SPEAKING ENGAGEMENTS POSITION: PARTNER, MANAGER START DATE: 08/14/2024 No. HR/MO: 10. No. HR/MO DURING SEC TRADING: 10. DESCRIBE DUTIES: FINANCIALLY RESPONSIBLE, CO-AUTHORING BOOKS, PERFORMING AT PAID SPEAKING ENGAGEMENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-18 |
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