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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-12-06 |
| NJ | RA | APPROVED | 2011-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anthony M. Cicitta Jr, Cpa, Pc | Montville | NJ | 01/1996 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 07/2011 | Present |
| Penn Mutual Life Ins Co | Horsham | PA | 07/2009 | Present |
1) LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: N/A | POSITION HELD: AGENT | ADDRESS: 30 VESEY ST, 9TH FL, NEW YORK, NY 10007 | START DATE: 08/01/2011 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2) ANTHONY M. CICITTA, JR. CPA, PC | INVESTMENT RELATED: NO | DBA NAME: N/A | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 155 POMPTON AVENUE, STE. 204, VERONA, NJ 07044 | START DATE: 1990 | NATURE OF ACTIVITY: TAX PREPARER | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: PROVIDE TAX AND ACCOUNTING SERVICES. 3) CONTINGENT CO-TRUSTEE | INVESTMENT RELATED: NO | DBA NAME: SUSAN M. COOPER 2007 REVOCABLE LIVING TRUST | POSITION HELD: BOARD MEMBER/TRUSTEE | ADDRESS: 155 POMPTON AVENUE, STE. 204, VERONA, NJ 07044 | START DATE: 03/27/2007 | NATURE OF ACTIVITY: OTHER | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS | DESCRIPTION OF DUTIES: CONTINGENT CO-TRUSTEE (BECOME CO-TRUSTEE UPON DEATH OF GRANTOR), NO CURRENT ROLE. 4) CONTINGENT CO-TRUSTEE | INVESTMENT RELATED: NO | DBA NAME: SUSAN M. COOPER 2007 REVOCABLE LIVING TRUST | POSITION HELD: BOARD MEMBER/TRUSTEE | ADDRESS: 155 POMPTON AVENUE, STE. 204, VERONA, NJ 07044 | START DATE: 03/27/2007 | NATURE OF ACTIVITY: OTHER | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS | DESCRIPTION OF DUTIES: CONTINGENT CO-TRUSTEE (BECOME CO-TRUSTEE UPON DEATH OF GRANTOR), NO CURRENT ROLE. 5) CICITTA WEALTH MANAGEMENT LLC | POSITION: PROPRIETOR/OWNER | NATURE: LIFE INSURANCE, ANNUITIES & APPROVED SECURITIES PRODUCTS | INVESTMENT RELATED: YES | NUMBER OF HOURS: 60 | SECURITIES TRADING HOURS: 60 | START DATE: 07/31/2025 | ADDRESS: 30 VESEY STREET, 9TH FLOOR, NEW YORK NY 10007 | DESCRIPTION: WEALTH MANAGEMENT SERVICES USING LIFE INSURANCE, ANNUITIES & APPROVE SECURITIES PRODUCTS. 6) NATIONAL ADVISORY COUNCIL-PML & HTK | POSITION: Board Member NATURE: Financial Professional Advisory Committee | INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/19/2026 | ADDRESS: 30 Vesey Street, 9th Floor, New York NY 10007 | DESCRIPTION: Member of Committee, participating in meetings, using conference calls, working with members to resolve issues and help design policies and procedures.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-26 |
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