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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent | Uniondale | NY | 01/2004 | Present |
| Penn Mutual Life Ins Co | Uniondale | NY | 01/2004 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: EMPIRE WEALTH STRATEGIES | POSITION HELD: AGENT | ADDRESS: 30 VESEY ST, 9TH FLOOR, NEW YORK, NY 10007 | START DATE: 1/2/2004 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING ( HEALTH AND DISABILTY & LTC ) PENN MUTUAL LIFE INSURANCE COMPANY. 2) INSURANCE BROKERAGE AND INVESTMENTS POSITION: Agent NATURE: Life Insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 12/15/2023 ADDRESS: 445 Broadhollow Rd., Suite 25, Melville NY 11747, United States DESCRIPTION: Portfolio construction for advisory accounts
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-01-03 |
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