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Current Employers
Hornor, Townsend & Kent, Llc

161 Washington Street, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-08-24
  • PA RA
    APPROVED
    Since 2023-08-24

Branch Locations

381 Mansfield Av, Ste 400, Pittsburgh, PA 15220 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2010 → Present
    Morrissey Wealth Management Services (Dba)
    Gibsonia, PA
  • 01/2000 → 11/2022
    Midland National Life Insurance Company
    Des Moines, IA
  • 09/2015 → 11/2022
    Wexford, PA
  • 12/2022 → Present
    Horsham, PA
  • 10/2022 → Present
    Penn Mutual Life Insurance Company
    Horsham, PA
Previous Registrations
  • 2015-09-28 → 2022-12-12
    Sewickley, PA
    Wexford, PA
    Beaver, PA
    Wexford, PA
    Wexford, PA
  • 2014-10-24 → 2015-09-17
    Waddell & Reed
    Hamden, CT
    Sewickley, PA
  • 2013-09-06 → 2014-10-28
    Sewlickey, PA
    Sewlickey, PA
    Dublin, OH
  • 2013-01-24 → 2013-05-13
    New England Securities
    Sewickley, PA
    Sewickley, PA
    Pittsburgh, PA
    Pittsburgh, PA
  • 2012-02-03 → 2013-01-25
    Osaic Fa, Inc.
    Sewickley, PA
    Sewickley, PA
    Pittsburgh, PA
  • 2005-09-08 → 2012-02-07
    Sewickley, PA
    Pittsburgh, PA
    Mars, PA
    Sewickley, PA
    Pittsburgh, PA
    Pittsburgh, PA
    Grove City, PA
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-11-15
  • S63 Uniform Securities Agent State Law Examination
    1988-11-15

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