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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)31 years in industry

PAUL GEORGE LIEBEZEIT

Advisor at MMA ASSET MANAGEMENT LLC

Boston, MA | Conshohocken, PA | CONSHOHOCKEN, PA

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Search this name across graphsid dfx:ria:404605b1-c724-5bbf-402c-e4a7aac361e9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 2, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MMA ASSET MANAGEMENT LLC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 24, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 3
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Feb 24, 1995
First registration: Oct 2, 2009
Dual registered: yes, broker-dealer
Other names: PAUL G LIEBEZEIT
IAPD individual key: 2537354

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MMA ASSET MANAGEMENT LLC	Mixed wealth	Jan 16, 2020	n/a	yes	CONSHOHOCKEN, PA	Current employment
MMA SECURITIES LLC	No RAUM reported	May 29, 2019	n/a	yes	Boston, MA\|Conshohocken, PA	Current employment
THE CENTURION GROUP, LLC	Former SEC adviser	Nov 12, 2012	Nov 14, 2016	no	PLYMOUTH MEETING, PA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Dec 1, 2010	Oct 17, 2014	no	PLYMOUTH MEETING, PA\|SAN DIEGO, CA\|PLYMOUTH MEETING, PA	Previous registration
MMA ASSET MANAGEMENT LLC	Mixed wealth	Nov 24, 2010	Dec 31, 2019	no	CONSHOHOCKEN, PA	Previous registration
NRP ADVISORS, INC.	n/a	Oct 2, 2009	Dec 1, 2010	no	PLYMOUTH MEETING, PA\|BRYAN, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MMA ASSET MANAGEMENT LLC	LPL FINANCIAL LLC	Dec 31, 2019	Dec 1, 2010	-3,317	Firm change after gap	Other
THE CENTURION GROUP, LLC	MMA SECURITIES LLC	Nov 14, 2016	May 29, 2019	926	Firm change after gap	Other
LPL FINANCIAL LLC	THE CENTURION GROUP, LLC	Oct 17, 2014	Nov 12, 2012	-704	Firm change after gap	Other
NRP ADVISORS, INC.	MMA ASSET MANAGEMENT LLC	Dec 1, 2010	Nov 24, 2010	-7	Firm change	Other

Relationships

Registered with (5)

→ MMA ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Nov 24, 2010 to Dec 31, 2019factForm ADV
→ MMA SECURITIES LLCRegistered adviserregistration: current employment
May 29, 2019 to presentfactForm ADV
→ THE CENTURION GROUP, LLCRegistered adviserregistration: previous registration
Nov 12, 2012 to Nov 14, 2016factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Dec 1, 2010 to Oct 17, 2014factForm ADV
→ NRP ADVISORS, INC.Registered adviserregistration: previous registration
Oct 2, 2009 to Dec 1, 2010factForm ADV

Dated events

No dated event names this entity yet.