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780 Third Avenue 18Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-29 |
| TX | RA | APPROVED_RES | 2018-11-30 |
Branch Locations
780 Third Avenue 18Th Floor, New York, NY 10017 • United States
Yorktown Heights, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent | New York City | NY | 11/2002 | 12/2018 |
| Penn Mutual Life Insurance Company | New York City | NY | 11/2002 | Present |
| Financial Decisions, Llc | New York | NY | 03/2016 | Present |
1) INSURANCE BROKERAGE - DBA: THE INSURANCE ADVISORY CENTER AT FINANCIAL DECISIONS, INVESTMENT-RELATED, 780 THIRD AVENUE, 19TH FLOOR, NEW YORK, NY 10017, INSURANCE SALES AND SERVICES, AGENT/CHIEF INVESTMENT OFFICER, START DATE: 06/2013, APPROXIMATE NUMBER OF HOURS/MONTH: 10-25, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 10-25, DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2) INSURANCE BROKERAGE - INSURANCE DECISIONS, INVESTMENT-RELATED, 780 THIRD AVENUE, 19TH FLOOR, NEW YORK, NY 10017, INSURANCE SALES AND SERVICES, AGENT, START DATE: 2013, APPROXIMATE NUMBER OF HOURS/MONTH: 25-40, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 25-40, DUTIES: LIFE, ACCIDENT, HEALTH, DISABILITY AND LTC INSURANCE SALES AND SERVICES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-03-11 |
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