Chad Eugene Cole

Current Employers

Employment History

• 05/1996 → Present
  West Motor Co
  Preston, ID
• 04/2013 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA
• 04/2013 → Present
  Hornor, Townsend & Kent, Inc
  Horsham, PA

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: COLE FINANCIAL, INC, | POSITION HELD: AGENT | ADDRESS: 713 S 4TH E ST 200, PRESTON, ID 83263 | START DATE: 05/01/2003 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 26-40 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: SALES AND SERVICE OF INSURANCE PRODUCTS FOR MULTIPLE CARRIERS INCLUDING THE PENN MUTUAL LIFE INSURANCE COMPANY. 2) ROTARY CLUB | INVESTMENT RELATED: NO | DBA NAME: PRESTON ROTARY CLUB | POSITION HELD: OTHER | ADDRESS: P.O. BOX 66, PRESTON, ID 83263 | START DATE: 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: MANAGE THE CLUB PROJECTS AND ARRANGE MEETINGS AND OPERATIONS. HE DOES HAVE CHECK WRITING AUTHORITY - 2 PEOPLE HAVE TO SIGN OFF ON THE CHECK. NO INVESTMENT DECISION MAKING AUTHORITY. 3) INSURANCE & INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: EVERGREEN FINANCIAL PARTNERS | POSITION HELD: AGENT | ADDRESS: 713 S 4TH E ST 200, PRESTON, ID 83263 | START DATE: 8/18/2020 | 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. 4) NOTARY PUBLIC | INVESTMENT RELATED: NO | DBA NAME: N/A | POSITION HELD: OTHER | ADDRESS: 713 S 4TH E ST 200, PRESTON, ID 83263 | START DATE: 09/10/2015 | NATURE OF ACTIVITY: OTHER | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: NOTARIZING DOCUMENTS AS A PUBLIC SERVICE. 5)REAL ESTATE HOLDINGS| DBA: CCC PROPERTIES |POSITION: PROPRIETOR/OWNER | NATURE: RENTAL PROPERTY OWNER | INVESTMENT RELATED: NO | NUMBER OF HOURS: 1 | SECURITIES TRADING HOURS: 0 | START DATE: 01/01/2006 | ADDRESS: 41 W 1ST S, PRESTON ID 83263 | DESCRIPTION: I OWN THIS BUILDING AND RENT IT TO MY WIFE FOR HER BUSINESS. SHE OWNS IT JOINTLY WITH ME AND IS A MANAGING PARTNER OF THE LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-21
• S63 Uniform Securities Agent State Law Examination
  2004-05-18