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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-29 |
| FL | RA | APPROVED | 2024-09-03 |
| OH | RA | APPROVED | 2013-10-23 |
Branch Locations
25201 Chagrin Blvd Suite 370, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company | Horsham | PA | 10/2013 | Present |
| Hornor, Townsend & Kent, Inc | Horsham | PA | 10/2013 | Present |
1)INS BROKERAGE|DBA:21ST CENTURY FINANCIAL|INVESTRLTED:Y|25201 CHAGRIN BLVD STE 370,BEACHWOOD,OH 44122|NATURE: INS BROKERAGE|POS:AGENT|STDTE:10/2013|# HRS:120| TRADEHRS:120|DUTY: SALES & SERVICE OF LIFE, HEALTH/DI, LTC AND ANNUITY ACCOUNTS(2)HILLCREST LOCAL LONG HOUSE, INC|DBA:HILLCREST LOCAL LONG HOUSE, INC|INVESTRLTED: NO|ADD:N/A|NATURE:FATHER/DAUGHTER/SON CAMPING ASSOCIATION/CLUB|POS:MEMBER OF BOARD OF DIRECTORS/TREASURER|STDATE:JULY 2011|#HRS:5|TRADEHRS:5|DUTY:TREASURER DISBURSE OF CHECKS FOR EXPENSES FOR THE CLUB'S CAMPING & OTHER ACTIVITIES(3) RENTAL PROPERTY|OWNER|DBA:N/A|25101 B & M PROPERTIES LL|INVESTRLTED: NO|1192 FORD RD, LYNDHURST, OH 44124|NATURE: RENTAL PROPERTY OWNER/PARTNER|POS: PARTNER/OWNER|STDTE:10/2000|#HRS:15|TRADEHRS:15|DUTY:REVIEW W/ PARTNERS CURRENT PROPERTY ACTIVITIES & POTENTIAL NEW PURCHASES(4)REAL ESTATE CONSULTING GRP|DBA:JENNINGS & PILLA REAL ESTATE CONSULTING GROUP|INVESTRLTED: NO|23425 COMMERCE PARK DR, STE 103, CLEVELAND, OH 44122|NATURE:ASSESS VALUATIONS OF COMMERCIAL PROPERTIES ASSESSMENTS|POS: PARTNER|STDTE:5/21/08|#HRS:25|TRADEHRS:25|DUTY:HIGH LEVEL REVIEW OF BUILDING/PROPERTY INFORMATION TO DETERMINE IF PROPERTY IS OVER ASSESSMENT|MANAGE RELATIONSHIPS & NEW CLIENTS TO GROW THE BUSINESS(5)INS BROKERAGE|DBA: JOSEPH P. PILLA, LLC|INVESTRLTED:NO|1192 FORD RD, LYNDHURST, OH 44124|NATURE:GROUP HEALTH & GROUP BENEFITS INS SALES FOR MULTIPLE CARRIERS|POS: PROPRIETOR/OWNER|STDATE: 3/2004| HRS: 25-30|TRADEHRS:25-30|DUTY:SALES & SERVICE FOR GROUP HEALTH & BENEFITS CLIENTS(6)LAW OFFICE|DBA:SIEGEL JENNINGS CO, LPA|INVESTRLTED: NO|23425 COMMERCE PARK DR, STE 103, BEACHWOOD, OH 44122|LAW FIRM THAT SPECIALIZES IN THE IDENTIFICATION OF POTENTIAL REAL ESTATE PROPERTY OVER-ASSESSMENT OF PROPERTY TAXES, EMPLOYEE|STDTE: 07/01/08|HRS:10-25|TRADEHRS:10-25|DUTY:LIAISON DOING ANALYSIS, RELATIONSHIP MANAGEMENT, ADDING NEW BUSINESS & MONITORING OF CLIENT PROPERTIES & TAXES IN MULTIPLE JURISDICTIONS(7)CLUB MOLISANI CHARITIES|INVESTRLTED: NO|DBA:N/A|POS:BOARD MEMBER|ADD:29101 EUCLID AVE. WICKLIFFE, OHIO 44092|STDATE:1/1/19|NATURE: CHARITY/RELIGIOUS/FOUNDATION|HRS:10|TRADEHRS:10|DUTY:BOARD OF TRUSTEE MEMBER, MONTHLY MEETINGS REVIEWED DAY TO DAY OPERATIONS, MONTHLY EXPENDITURES FOR REPAIRS.(8)INS BROKERAGE|INVESTRELATED: YES|DBA: PT INSURANCE AGENCY LLC | POS:PRESIDENT/PARTNER | ADD: 1192 FORD RD. LYNDHURST OHIO 44124 | START DATE: 11/12/19 | NATURE: PROPERTY/CASUALTY INSURANCE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE OF PROPERTY & CASUALTY PRODUCTS.(9)ACCOUNTING & TAX SERVICES | INVESTMENT RELATED: NO | DBA NAME: DCGP LLC | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 1192 FORD RD. LYNDHURST OHIO 44124 | START DATE: 9/1/22 | NATURE OF ACTIVITY:CPA /TAX PREP | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: PROVIDE ACCOUNTING & TAX SERVICES TO INDIVIDUAL AND BUSINESSES.(10) INSURANCE BROKERAGE|DBA:1847FINANCIAL|INVESTMENT RELATED-Y|25201 CHAGRIN BLVD SUITE 370, BEACHWOOD, OH 44122|NATURE OF OBA: INSURANCE BROKERAGE|POSITION:AGENT|START DATE: 01/01/2024|# HOURS: 120|# HOURSDURING TRADING:120|DUTIES: SALES & SERVICE OF LIFE, HEALTH /DI, LTC AND ANNUITY ACCOUNTS.(11)JEWELRY BUSINESS |DBA:OHIO JEWELRY GOLD & PAWN LLC|POSITION: PARTNER | NATURE: RETAIL SALES | INVESTMENT RELATED: NO | NUMBER OF HOURS: 20 | SECURITIES TRADING HOURS: 10 | START DATE: 05/15/2025 | ADDRESS: 3970 EVERHARD RD NW, CANTON OH 44709 | DESCRIPTION: I WILL BE INVOLVED IN THE ACCOUNTING FOR THE BUSINESS.(12)JEWELRY BUSINESS|DBA: 3970 EVERHARD PROPERTIES LLC|POS: PARTNER|NATURE: RETAIL SALES|INVEST RELTD:NO|#HRS:20|TRADEHRS:10|STRTDTE:05/15/2025|ADD:3970 EVERHARD RD NW, CANTON OH 44709|DUTY: I WILL BE INVOLVED IN THE ACCOUNTING FOR THE BUSINESS.(13)JEWELRY/PAWN BUILDING|POS:PARTNER|NATURE:REAL ESTATE|INVESTRELTD:NO|#HRS:5|TRADEHRS:0|STRTDTE:12/04/2025|ADD: 3970 EVERHARD RD. NW, CANTON OH 44709|DESCRIPTION: BOOKKEEPING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-05 |
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