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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-08-24 |
Branch Locations
381 Mansfield Av, Ste 400, Pittsburgh, PA 15220 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morrissey Wealth Management Services (Dba) | Gibsonia | PA | 08/2010 | Present |
| Midland National Life Insurance Company | Des Moines | IA | 01/2000 | 11/2022 |
| Lpl Financial Llc | Wexford | PA | 09/2015 | 11/2022 |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 12/2022 | Present |
| Penn Mutual Life Insurance Company | Horsham | PA | 10/2022 | Present |
1) INSURANCE & INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: MORRISSEY WEALTH MANAGEMENT SERVICE | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 381 MANSFIELD AVE STE 400 PITTSBURGH PA 15220 | START DATE: 12/1/2022 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: INSURANCE & INVESTMENTS SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 2) UPMC PASSAVANT | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: BOARD MEMBER | ADDRESS: 9100 BABCOCK BLVD PITTSBURGH, PA 15237 | START DATE: 12/1/2022 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: ATTEND MEETINGS AND VOTING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-11-15 |
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