Richard Douglas Weinstein

Current Employers

Employment History

• 01/2014 → Present
  Weinstein & Company, Pc
  Doylestown, PA
• 02/2014 → Present
  Hornor, Townsend & Kent, Inc
  Horsham, PA
• 07/2014 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA

Previous Registrations

• 2013-10-16 → 2014-03-07
  Osaic Wealth, Inc.
  King Of Prussia, PA

Other Businesses

1) ACCOUNTING SERVICES DBA WEINSTEIN & CO, PC, NOT INVESTMENT RELATED, 302 SPRUCE STREET, DOYLESTOWN, PA 18901. NATURE OF OBA: CPA/ACCOUNTING SERVICES & TAX PREPARATION. POSITION, TITLE, RELATIONSHIP: OWNER/PROPRIETOR. START DATE: 01/01/2014. # HOURS/MONTH: 100%. # HOURS/MONTH DURING TRADING: DUTIES: SALES FOR TAX PREPARATION AND BUSINESS CONSULTING. 2) INSURANCE BROKERAGE DBA 1847 FINANCIAL, INVESTMENT RELATED, 302 SPRUCE STREET, DOYLESTOWN, PA 18901. NATURE OF OBA: LIFE INSURANCE SALES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE. POSITION, TITLE, RELATIONSHIP: AGENT. START DATE: 02/2014. # HOURS/MONTH: 160 HRS/MONTH; # HOURS/MONTH DURING TRADING: 160 HRS/MONTH. DUTIES: SALES & SERVICE OF LIFE, ACCIDENT, HEALTH/DI & ANNUITY CLIENT ACCOUNTS. 3) DOYLESTOWN BUSINESS NETWORKING | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD:TREASURER/PRESIDENT | ADDRESS: 18 W STATE ST DOYLESTOWN, PA 18901 | START DATE: 1/1/2019 | NATURE OF ACTIVITY:NETWORKING GROUP | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 |DESCRIPTION OF DUTIES: MEET WEEKLY DISCUSS BUSINESS INCOMPASSING ACCOUNTING PRACTICES. 4) WINE SPRUCE LLC | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PARTNER | ADDRESS: 302 SPRUCE ST DOYLESTOWN, PA 18901 | START DATE: 11/24/2021 | NATURE OF ACTIVITY: SERVICE INDUSTRY | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: COLLECT RENTS.

Exams

• S66 Uniform Combined State Law Examination
  2013-10-12
• S63 Uniform Securities Agent State Law Examination
  2002-08-30