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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-03-24 |
Branch Locations
381 Mansfield Av, Ste 400, Pittsburgh, PA 15220 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 03/2010 | Present |
| Penn Mutual Life Insurance Co | Horsham | PA | 03/2010 | Present |
1)INS BRKG|INVEST:YES|DBA:CSC FINANCIAL STRATEGIES, LLC|POS:AGENT|ADD:381 MANSFIELD AV, STE 400, PITTSBURGH, PA 15220|STRT:1/1/11|NATURE:LIFE INS BRKG|HRS MTH:10-25|TRADE HRS:0-10|DUTY:INS SALES & REVIEWING CLIENT'S FINANCIAL PLANS & MAKING RECOMMENDATIONS. 2)STRATEGIC ALLIANCE SYSTEMS, LLC|INVEST:NO|DBA: BRIDGER FINANCIAL GROUP|POS:PRESIDENT|ADD:381 MANSFIELD AVE STE 400 PITTSBURGH PA 15220|STRT:12-01-16|NATURE:OTHER-LLC USED FOR BOOKKEEPING|HRS MTH:10-25|TRADE HRS:10-25|DUTY:STRATEGIC ALLIANCE SYSTEMS IS USED FOR PAYROLL OF THE STAFF. MANAGING PAYROLL FOR THE BUSINESS. 3)BRIDGER FINANCIAL GROUP|INVEST:YES|DBA:BRIDGER FINANCIAL GROUP|POS:PROPRIETOR/OWNER|ADD:381 MANSFIELD AVE STE 400 PITTSBURGH PA 15220|STRT: 11-15-16|NATURE:LIFE INS BRKG|HRS MTH:41-100|TRADE HRS:41-100|DUTY:INS SALES & SERVICE FOR MULTIPLE CARRIERS , INCLUDING PENN MUTUAL LIFE INS COMPANY. 4)AUTHOR SPEAKER|NVES RELATED:NO|DBA: N/A|POS:PROPRIETOR/OWNER|ADD:381 MANSFIELD AVE STE 400, PITTSBURGH PA 15220|STRT: 7/1/17|NATURE:SERVICE INDUSTRY|HRS MTH:0-10| TRADE HRS: 0-10|DUTY:WRITING A BOOK FOR WOMEN BUSINESS OWNERS. BOOK CLUB, & SPEAKING ENGAGEMENTS. 5)D&M REAL ESTATE|INVEST:NO|DBA:N/A|POS:PARTNER|ADD:317 BUCKINGHAM DR PITTSBURGH PA 15237|STRT: 11/15/21|NATURE:RENTAL PROPERTY OWNER|HRS MTH:0-10|TRADE HRS:0-10| DUTY:OWN PROPERTY /COLLECT RENTS. 6)MDC REAL ESTATE LLC|POS:PARTNER|NATURE:RENTAL PROPERTY OWNER|INVEST:NO| HRS MTH:2|TRADE HRS:0|STRT: 03/01/24 ADD:405 SECOND ST NW, HARLOWTON MT 59036|DUTY: PROJECT MANAGER - REHABBING A BUILDING IN HARLOWTON MONTANA - HELPING COORDINATE CONTRACTORS TO SEE THE PROJECT TO COMPLETION. 7)PML NATIONAL ADVISORY COUNCIL EXECUTIVE COMMITTEE|POS:OFFICER|NATURE:FINANCIAL SERVICES INDUSTRY GROUP|INVEST:NO|HRS MTH:1|TRADE HRS:1|STRT:07/01/23|ADD:381 MANSFIELD AVE STE 400, PITTSBURGH PA 15220|DUITES:I AM A MEMBER OF THE EXECUTIVE COMMITTEE FOR THE NAC. THE NAC WORKS WITH PENN MUTUAL TO HELP FINANCIAL PROFESSIONALS IN BUILDING THEIR PRACTICES TO MEET CLIENT NEEDS & SUSTAIN THE FINANCIAL STRENGTH OF THE COMPANY. THE NAC'S PURPOSE ARE TO ENHANCE VISIBILITY & BUILD A SENSE OF COMMUNITY AMONG PENN MUTUAL FINANCIAL PROFESSIONALS & COLLABORATE BETWEEN HOME OFFICE LIAISONS & FINANCIAL PROFESSIONALS TO STRENGTHEN SALES & SERVICE. 8)JMC REAL ESTATE LLC|POS:PROPRIETOR/OWNER|NATURE:RENTAL PROPERTY OWNER|INVEST:NO|HRS MTH:5|TRADE HOURS:0|STRT:07/30/2025|ADD:317 BUCKINGHAM DR, PITTSBURGH PA 15237|DUTY:RENTAL PROPERTY OWNER. 9)STRATEGIC LEGACY PLANNING|DBA:STRATEGIC LEGACY PLANNING|POS:PROPRIETOR/OWNER|NATURE:ATTORNEY/LEGAL SERVICES|INVEST RELATED:NO|HRS:12|TRADE HRS:8|STDTE:11/01/2025| ADD: 381 MANSFIELD AVE STE 400, PITTSBURGH PA 15220|DUTY: STRATEGIC LEGACY PLANNING IS A DBA OF STRATEGIC CONSULTING ADVISORS, LLC. THROUGH STRATEGIC CONSULTING ADVISORS, LLC IT PARTNERS WITH TRUST & WILL.COM TO OFFER BASIC ESTATE PLANNING & REVOCABLE TRUSTS TO CLIENTS THROUGH TRUST & WILL.COM. STRATEGIC CONSULTING ADVISORS, LLC THROUGH ITS DBA STRATEGIC LEGACY PLANNING WILL INVOICE THESE SERVICES SEPARATELY & COLLECT PAYMENTS SEPARATE FROM ANY OTHERS RECEIVED. STRATEGIC LEGACY PLANNING AS DBA FOR STRATEGIC CONSULTING ADVISORS LLC AND THE CLIENT WILL SIGN AGREEMENTS SEPARATE FROM ANY PROVIDED OR WITH HTK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-28 |
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