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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-02 |
| PA | RA | APPROVED | 2025-08-27 |
Branch Locations
201 King Of Prussia Road Suite 501, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Radnor | PA | 07/2024 | Present |
| Massmutual Life Insurance Company | Radnor | PA | 08/2023 | Present |
| Northwestern Mutual | King Of Prussia | PA | 05/2023 | 08/2023 |
| Vector Marketing | Philadelphia | PA | 06/2022 | 08/2022 |
| Wawa, Inc. | West Chester | PA | 05/2021 | 08/2022 |
| Susquehanna University/ Canterbury School/ Upland Country Day | Selinsgrove | PA | 09/2013 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-15 |
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