Licensing & disclosures
Licensing
Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state.
Insurance
We have individuals licensed to sell insurance products in the following jurisdictions: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
Securities
We have individuals registered to offer securities in the following jurisdictions: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT
Scott Warshaw, ChFC®, CLU®, MSFS, CPA*, California Insurance Lic. #OF38266 | Domiciled in PA
Ken Podell, CLU®, ChFC®, California Insurance Lic. #OD41480 | Domiciled in PA
Zachary Golen, AIF, California Insurance Lic. #OF15545 | Domiciled in PA
Andrew Starfield, CFBS, ChFC, California Insurance Lic. #OH26053 | Domiciled in PA
Garrett Flasinski, RICP, California Insurance Producer Lic. #4274032 | Domiciled in PA
Disclosures
Our firm's combined client assets were $1,247,149,693 as of 8/31/2026. This is comprised of Assets Under Management (AUM) of $905,194,221 and total Assets Under Administration (AUA) of $341,955,471. AUM reflects the market value of all investments managed through MMLIS managed account programs. AUA reflects non-advisory investment programs and accounts, as well as annuity contract values and life insurance cash values associated with the firm. This reflects the market value of assets in the plans which will fluctuate based on changes in market conditions, inflows and outflows, and other factors. These assets are generally held away at third-party plan providers.The value fluctuates with market conditions and other factors and does not reflect fees, expenses, or taxes. MML Investors Services, LLC is a registered investment adviser and broker/dealer, Member SIPC. The total life insurance in force across all members of Broad Street Financial as of 9/30/2026 was $2,775,095,838, including active Term Life, Whole Life, Universal Life, and Variable Life policies. Annuity and life insurance values may be associated with various insurance carriers.