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1166 Avenue Of The Americas, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-08-21 |
| MD | RA | APPROVED | 2025-08-20 |
| PA | RA | APPROVED | 2019-05-29 |
Branch Locations
101 Huntington Ave Suite 401, Boston, MA 02199 • United States
Eight Tower Bridge, Suite 1200, Conshohocken, PA 19428 • United States
161 Washington Street Suite 1200, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-01-08 |
Branch Locations
161 Washington Street Suite 1200, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Centurion Group, Llc | Plymouth Meeting | PA | 11/2010 | 05/2019 |
| Mma Asset Management Llc | Conshohocken | PA | 11/2010 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2014 | 01/2020 |
| Mma Securities Llc | Conshohocken | PA | 05/2019 | Present |
| Marsh & Mclennan Agency Llc | Conshohocken | PA | 05/2019 | Present |
1. MMA ASSET MANAGEMENT LLC, affiliate of MMA Securities, 8 Tower Bridge Suite 1200, Conshohocken, PA. INVESTMENT RELATED, 11/2010-PRESENT, VICE PRESIDENT, 5 - 10% OF TIME. CONSULTING AND ADVISING TO INDIVIDUALS 2. SOUTHERN SHORE HUMAN RESOURCE MANAGEMENT ASSOCIATION, NJ. NOT FOR PROFIT USED FOR PROFESSIONAL DEVELOPMENT, TREASURER, 1/1/2016-PRESENT. 1 HRS/MONTH, NONE DURING TRADING, RECEIVE FUNDS, PAY VENDORS, AND ASSIST WITH BUDGET. NON INVESTMENT RELATED. 3. VENTOR NJ SCHOOL BOARD NOT INVESTMENT RELATED. START JUNE 2017. BOARD MEMBER. 400 LAFAYETTE AVE VENTNOR NJ. PUBLIC SCHOOL. MEMBER OF SCHOOL BOARD NO FINANCIAL ADVISE OR SERVICE. NON INVESTMENT RELATED. 4. The Registered Representative is an employee of Marsh & McLennan Agency LLC ("MMA Agency", 1166 Avenue of the Americas, New York, NY 10036), an affiliate of MMA Securities LLC. The Registered Representative conducts non-investment related business activities (up to approximately 95% of his time) for MMA Agency (e.g. support for its health & benefits services). These other business activities are not subject to broker-dealer licensing and registration requirements. All MMA Securities activities remain subject to the Firm's supervisory framework.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-11 |
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