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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-08-18 |
Branch Locations
1201 New Road, Suite 111B, Linwood, NJ 08221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Claire B Kuhar Certified Public Accountant | Mays Landing | NJ | 10/1984 | Present |
| Next Financial Group, Inc. | Houston | TX | 11/2002 | 12/2020 |
| Hornor Townsend & Kent Llc | Horsham | PA | 12/2020 | Present |
| Penn Mutual Life Insurance Co | Horsham | PA | 01/2020 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: PRIMARY FINANCIAL GROUP/BARBERIO & RICH FINANCIAL SERVICES | POSITION HELD: AGENT | ADDRESS: 1201 NEW ROAD, STE 111B, LINWOOD, NJ 08221 | START DATE:12/1/2020 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO. 2) CPA | INVESTMENT RELATED: NO | DBA NAME: CLAIR B. KUHAR, CPA | POSITION HELD: PROPRIETOR/OWNER | ADDRESS:679 SAINT ANDREWS DRIVE, EGG HARBOR CITY, NJ 08215 | START DATE: 1/1/1989 | NATURE OF ACTIVITY: CPA/ACCOUNTING SERVICES | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: 101-140 HRS | DESCRIPTION OF DUTIES:ACCOUNTING & TAX SERVICES. 3) STOCKTON UNIV. BOARD OF DIRECTORS | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: BOARD MEMBER |ADDRESS: 101 VERA KING FARRIS DRIVE, GALLOWAY, NJ 08205 | START DATE: 1/1/2015 | NATURE OF ACTIVITY: OTHER -UNIVERSITY | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: BOARD OF DIRECTOR/TREASURER OF STOCKTON UNIV. SCHOLARSHIP FOUNDATION THAT RAISES SCHOLARSHIP FUNDING FOR STUDENTS TO UNIVERSITY. 4) FORESIGHT AFFORDABLE HOUSING, INC. | INVESTMENT RELATED: NO | DBA NAME: NONE | POSITION HELD: EMPLOYEE |ADDRESS: 6601 VENTNOR AVE., SUITE 23, VENTOR, NJ 08406 | START DATE: 12/12/2013 | NATURE OF ACTIVITY: OTHER - |APPROX HRS PER MTH: 26-40 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES:ACCOUNTANT/FINANCIAL ADMIN FOR NON-PROFIT ENTITY THAT IS A PROVIDER OF AFFORDABLE HOUSE TO INDIVIDUALS AND FAMILIES. 5) REAL ESTATE HOLDINGS | INVESTMENT RELATED: NO | DBA NAME: KUHAR REALTY, LLC | POSITION HELD: PARTNER |ADDRESS: 679 SAINT ANDREWS DRIVE, EGG | START DATE: 12/1/2001 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER |APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: GENERAL PARTNER WITH SPOUSE. NO CURRENT HOLDINGS WITHIN LLC AT THIS TIME NOT SINCE SEPT. 2019. 6) BARBERIO & MCCLELLAND FINANCIAL SERVICES POSITION: STAFF TEAM MEMBER NATURE: FINANCIAL SERVICES NOT LIMITED TO INSURANCE AND INVESTMENTS. INVESTMENT RELATED: YES NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/20/2023 ADDRESS: 1201 NEW ROAD, SUITE 111B, LINWOOD NJ 08221, UNITED STATES DESCRIPTION: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS IN ADDITION INCLUDING STAFF/TEAM COLLABORATION. 7) INSURANCE BROKERAGE | DBA: BARBERIO FINANCIAL SERVICES | POSITION: STAFF MEMBER TEAM MEMBER | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 10 | SECURITIES TRADING HOURS: 10 | START DATE: 05/01/2026 | ADDRESS: 1201 NEW ROAD, SUITE 111B, LINWOOD NJ 08221 | DESCRIPTION: INSURANCE AND INVESTMENT ADVISOR ON A AS NEEDED BASIS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-22 |
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