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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-09 |
| NJ | RA | APPROVED | 2006-01-18 |
Branch Locations
100 Corporate Drive Suite 103, Lebanon, NJ 08833 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor, Townsend, & Kent | Horsham | PA | 07/2002 | Present |
| Penn Mutual | Horsham | PA | 07/2002 | Present |
1) SHF GROUP BENEFITS OBA | INVESTMENT RELATED: YES | DBA NAME: STONE HILL FINANCIAL LLC | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 100 CORPORATE DRIVE SUITE 103, LEBANON, NJ 08833 | START DATE: 10/1/2001 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 26-40 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: SELLING EMPLOYEE BENFITS INCLUDING LIFE LOCK : ALSO INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-05 |
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