William David Chambley

Current Employers

Employment History

• 01/2015 → Present
  Penn Mutual Life Insurance Co
  Wilmington, DE
• 01/2015 → Present
  Hornor Townsend & Kent Llc
  Wilmington, DE

Previous Registrations

• 2002-08-16 → 2015-01-22
  Equitable Advisors, Llc
  Bala Cynwyd, PA
  Bala Cynwyd, PA
  Bala Cynwyd, PA
  Plymouth Meeting, PA

Other Businesses

1) INSURANCE BROKERAGE | Investment Related: Yes | DBA Name: KEYSTONE FINANCIAL GROUP | Position Held: Agent | Address: 203 EXTON COMMONS, EXTON, PA 19341 | Start Date: 08/2014 | Nature of Activity: Multi-Line Insurance Brokerage | Approx Hrs Per Mth: 101-140 Hrs | Approx Trading Hrs Per Mth: 10-25 Hrs | Description of Duties: SALES AND SERVICE OF LIFE, ACCIDENT, HEALTH/DI/ LTC AND ANNUITY CLIENT ACCOUNTS. 2) Rental Property | Investment Related: No | DBA Name: MONASTERY HOLDINGS | Position Held: Partner | Address: n/a | Start Date: 01/2009 | Nature of Activity: Rental Property Owner | Approx Hrs Per Mth: 10-25 Hrs | Approx Trading Hrs Per Mth: Less than 10 Hrs | Description of Duties: RENTAL PROPERTY MANAGEMENT. 3) Rental Properties | Investment Related: No | DBA Name: POWELTON HOLDINGS | Position Held: Partner | Address: n/a | Start Date: 01/2009 | Nature of Activity: Rental Property Owner | Approx Hrs Per Mth: 10-25 hrs | Approx Trading Hrs Per Mth: Less than 10 Hrs | Description of Duties: RENTAL PROPERTY MANAGEMENT. 4) Rental Properties | Investment Related: No | DBA Name: WMS LLC MONASTERY HOLDINGS | Position Held: Partner | Address: n/a | Start Date: 01/2008 | Nature of Activity: Rental Property Owner | Approx Hrs Per Mth: 10-25 Hrs | Approx Trading Hrs Per Mth: Less than 10 Hrs | Description of Duties: RENTAL PROPERTY MANAGEMENT. 5) Rental Properties | Investment Related: No | DBA Name: WMS LLC | Position Held: Partner | Address: n/a | Start Date: 10/2008 | Nature of Activity: Rental Property Owner | Approx Hrs Per Mth: 10-25 Hrs | Approx Trading Hrs Per Mth: Less than 10 Hrs | Description of Duties: RENTAL PROPERTY MANAGEMENT. 6) PARTNER ON COMMERCIAL REAL ESTATE | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PARTNER | ADDRESS: 725 S BROAD ST. PHILA PA | START DATE: 7/1/2018 | NATURE OF ACTIVITY: RENTAL PROPERTY | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: RENTAL INCOME. 7) MANSION ST HOLDINGS LLC | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 1416 RINGNECK LOOP DRESHER PA 19025 | START DATE: 11/10/2021 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: RENT OUT PROPERTY & COLLECT RENT. 8)PARTNER | DBA: WMS WMS2 LLC | POSITION: PARTNER | NATURE: RENTAL PROPERTY OWNER | INVESTMENT RELATED: YES | NUMBER OF HOURS: 2 | SECURITIES TRADING HOURS: 0 | START DATE: 01/01/2009 | ADDRESS: 1416 RINGNECK LOOP, DRESHER PA 19025 | DESCRIPTION: RENTAL REAL ESTATE. 9) EFFICIENT ESTATE PLANNING, LLC | POSITION: PARTNER | NATURE: ATTORNEY/LEGAL SERVICES | INVESTMENT RELATED: YES | NUMBER OF HOURS: 12 | SECURITIES TRADING HOURS: 8 | START DATE: 01/01/2026 | ADDRESS: 203 EXTON COMMONS, EXTON PA 19341 | DESCRIPTION: EFFICIENT ESTATE PLANNING, LLC IS PARTNERING WITH TRUST&WILL TO OFFER BASIC ESTATE PLANNING AND REVOCABLE TRUSTS TO CLIENTS THROUGH TRUST&WILL. EFFICIENT ESTATE PLANNING, LLC WILL INVOICE THESE SERVICES SEPARATELY AND COLLECT PAYMENTS SEPARATE FROM ANY OTHERS RECEIVED. EFFICIENT ESTATE PLANNING , LLC AND THE CLIENT WILL SIGN AGREEMENTS SEPARATE FROM ANY PROVIDED BY OR WITH HTK.

Exams

• S66 Uniform Combined State Law Examination
  2001-01-08

Designations