John Thomas Conte

Current Employers

Employment History

• 08/2013 → Present
  Hornor Townsend & Kent Inc
  Horsham, PA
• 09/2013 → Present
  Penn Mutual Life Insurance Co
  Horsham, PA

Previous Registrations

• 2012-04-12 → 2013-05-20
  Eagle Strategies Llc
  New York, NY

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: EMPIRE WEALTH STRATEGIES | POSITION HELD:AGENT | ADDRESS: 300 BAKER AVENUE, SUITE 300 CONCORD, MA 01742 | START DATE: 3/3/2020 | 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 & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY INCLUDING LIFE SETTLEMENTS EFFECTIVE 04/27/2020 2) LANDLORD | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 39 GLENBROOK ROAD, APT 4X STAMFORD, CT 06902 | START DATE: 9/1/2004 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: COLLECT RENT AND PAY MORTGAGE/MAINTENANCE FEES. 3) INSURANCE & INVESTMENT | INVESTMENT RELATED: YES | DBA NAME: OLIVER CAPITAL MANAGEMENT | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 300 BAKER AVENUE, SUITE 300 CONCORD, MA 01742 | START DATE: 3/3/2020 |NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: ASSISTING CLIENTS WITH FINANCIAL PLANNING. PRODUCT OFFERINGS INCLUDE:INSURANCE (LIFE, DISABILITY, AND LONG TERM CARE), ANNUITIES, ASSET MANAGEMENT, FEE BASED PLANNING. IN ADDITION :INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-20
• S63 Uniform Securities Agent State Law Examination
  2002-12-05

Designations

Other Names

• John T Conte