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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-12-21 |
Branch Locations
131 Middlesex Turnpike, 2Nd Flr, Burlington, MA 01803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1017 Financial Group | Canton | MA | 07/2011 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 05/2015 | Present |
1) INSURANCE BROKERAGE | POSITION: Employee | NATURE: Life Insurance brokerage | INVESTMENT RELATED: Yes | NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 | START DATE: 05/08/2020 | ADDRESS: 131 Middlesex Turnpike, 2nd Floor, Burlington MA 01803 | DESCRIPTION: Meeting preparation, client services and support to all offerings of Condon Sullivan Wealth Management and Planning. 2) INSURANCE BROKERAGE | POSITION: Employee |DBA: Condon & Co. Wealth Advisors NATURE: Life Insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 05/08/2020 | ADDRESS: 131 Middlesex Turnpike, 2nd Floor, Burlington MA 01803 | DESCRIPTION: Client relationship management, service & support to all offerings of Condon & Co. Wealth Advisors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-22 |
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