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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2009-08-21 |
Branch Locations
300 Mt Lebanon Blvd, Ste 203, Pittsburgh, PA 15234 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rossetti Tax + Accounting | Pittsburgh | PA | 01/1997 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 08/2009 | Present |
| Penn Mutual Life Ins Co | Horsham | PA | 08/2009 | Present |
1) 21ST CENTURY FINANCIAL, INVESTMENT-RELATED, 300 MT. LEBANON BLVD., STE. 203, PITTSBURGH, PA 15234, INSURANCE SALES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY, AGENT/FINANCIAL ADVISOR, START DATE: AUGUST 2009, APPROX. NUMBER OF HOURS/MONTH: 160, NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 120, DUTIES: SALE OF LIFE, HEALTH, DISABILITY, MEDICAL, LTC AND ANNUITY INSURANCE PRODUCTS. 2) ROSSETTI FINANCIAL, INC., INVESTMENT-RELATED, 300 MT. LEBANON BLVD., STE. 203, PITTSBURGH, PA 15234, PROVIDE MARKETING SERVICES TO FINANCIAL ADVISORS, PRESIDENT, START DATE: NOVEMBER 2010, APPROX. NUMBER OF HOURS/MONTH: 5, NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 5, DUTIES: MANAGEMENT. 3)ROSSETTI TAX AND ACCOUNTING SERVICES, ROSSETTI TAX AND ACCOUNTING, INC., NOT INVESTMENT-RELATED, 300 MT. LEBANON BLVD., STE. 203, MT. LEBANON, PA 15234, TAX PAYMENTS, ACCOUNTING AND PAYROLL PREPARATION, ACCOUNTANT, START DATE: JANUARY 1997, APPROX. NUMBER OF HOURS/MONTH: MORE THAN 40, NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: MORE THAN 40, DUTIES: ACCOUNTANT. 4)REAL ESTATE RENTAL, NOT INVESTMENT-RELATED, 1138 DRIFTWOOD DRIVE, PITTSBURGH, PA 15243, RENTAL OF REAL ESTATE PROPERTIES, OWNER, START DATE: SEPTEMBER 1998, APPROX. NUMBER OF HOURS/MONTH: 3, NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 2, DUTIES: MANAGE RENTAL PAYMENTS. 5) MOUNT LEBANON VILLAGE,INVESTMENT RELATED:NO; ADDRESS:710 WASHINGTON ROAD, PITTSBURGH, PA 15228; NATURE OF OBA: COMMUNITY NON PROFIT ORGANIZATION;POSITION, TITLE, RELATIONSHIP: MEMBER OF THE BOARD OF DIRECTORS;START DATE OF OBA 7/1/2015;# HOURS/MONTH: 10 MONTH; # HRS/MO DURING TRADING: 10 MONTH; DESCRIBE DUTIES: PARTICIPATE AS A MEMBER OF THE BOARD OF DIRECTORS AND HELP PROVIDE GUIDANCE FOR THE ORGANIZATION. 6)TAX PREPARER | POSITION: EMPLOYEE | NATURE: TAX PREPARATION | INVESTMENT RELATED: NO | NUMBER OF HOURS: 80 | SECURITIES TRADING HOURS: 12 | START DATE: 01/12/2024 | ADDRESS: 300 MOUNT LEBANON BOULEVARD, SUITE 203, PITTSBURGH PA 15234 | DESCRIPTION: PROVIDE ONLINE TAX PREPARATION AND SUPPORT DURING TAX SEASON INTUIT AS AN EMPLOYEE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-09-25 |
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