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Account
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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-08 |
| PA | RA | APPROVED | 2022-06-23 |
Branch Locations
100 Sterling Parkway Suite 111, Mechanicsburg, PA 17050 • United States
100 Sterling Parkway Suite 306, Mechanicsburg, PA 17050 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Mechanicsburg | PA | 01/2019 | 08/2020 |
| Mml Investors Services | Mechanicsburg | PA | 03/2019 | 08/2020 |
| Shippensburg University | Shippensburg | PA | 08/2018 | 05/2019 |
| Polaris Advisors | Camp Hill | PA | 05/2018 | 08/2018 |
| Shippensburg University | Shippensburg | PA | 08/2017 | 05/2018 |
| Pennsylvania State Treasury Department | Harrisburg | PA | 05/2017 | 08/2017 |
| Shippensburg University | Shippensburg | PA | 08/2016 | 05/2017 |
| Mml Investors Services, Llc | Mechanicsburg | PA | 06/2022 | Present |
| Mass Mutual Insurance Company | Mechanicsburg | PA | 06/2022 | Present |
| Newday Financial Llc | Fulton | MD | 09/2020 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-03 |
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