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Current Employers
Mma Asset Management Llc

161 Washington Street Suite 1200, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-06
  • CA RA
    APPROVED
    Since 2026-08-06

Branch Locations

9171 Towne Centre Drive Suite 100 , San Diego, CA 92122 • United States

161 Washington Street Suite 1200, Conshohocken, PA 19428 • United States

Mma Securities Llc

1166 Avenue Of The Americas, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-12-10
  • CA RA
    APPROVED
    Since 2024-12-10

Branch Locations

9171 Towne Centre Drive Suite 100, San Diego, CA 92122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 12/2023 08/2024
Santee School District Santee CA 12/2016 10/2021
Santee School District Santee CA 11/2022 10/2023
In-N-Out Santee CA 01/2022 11/2022
Ryno Power San Diego CA 07/2016 11/2016
San Diego State University San Diego CA 08/2021 05/2023
El Capitan High School Lakeside CA 12/2013 11/2016
Mma Securities Llc San Diego CA 11/2024 Present
Marsh Mclennan Agency San Diego CA 11/2024 Present
Mma Asset Management San Diego CA 08/2026 Present
  • 12/2023 → 08/2024
    St Louis, MO
  • 12/2016 → 10/2021
    Santee School District
    Santee, CA
  • 11/2022 → 10/2023
    Santee School District
    Santee, CA
  • 01/2022 → 11/2022
    In-N-Out
    Santee, CA
  • 07/2016 → 11/2016
    Ryno Power
    San Diego, CA
  • 08/2021 → 05/2023
    San Diego State University
    San Diego, CA
  • 12/2013 → 11/2016
    El Capitan High School
    Lakeside, CA
  • 11/2024 → Present
    San Diego, CA
  • 11/2024 → Present
    Marsh Mclennan Agency
    San Diego, CA
  • 08/2026 → Present
    Mma Asset Management
    San Diego, CA
Previous Registrations
Other Businesses

1. The Registered Representative is an employee of Marsh & McLennan Agency LLC ("MMA"), 1166 Avenue of the Americas, New York, NY 10036), an affiliate of MMA Securities LLC. The Registered Representative conducts non-investment related business activities for MMA (e.g. support for its insurance services). These other business activities are not subject to broker-dealer licensing and registration requirements. All MMA Securities LLC activities remain subject to the Firm's supervisory framework. 2. Investment adviser representative of MMA ASSET MANAGEMENT LLC (8 Tower Bridge Suite 1200, Conshohocken, PA), an affiliate of MMA Securities LLC. Provides wealth management and financial planning services during securities trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-07
  • S66 Uniform Combined State Law Examination
    2024-02-07

View on SEC IAPD

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