Simon Weinstock

Current Employers

Employment History

• 01/2006 → Present
  Star Lite Brokerage
  Monroe, NY
• 11/2018 → Present
  Penn Mutual
  Horsham, PA
• 02/2024 → Present
  Hornor, Townsend & Kent, Llc
  Horsham, PA

Other Businesses

1) INS BROKERAGE | INVEST RELATED: YES | DBA: 1847 FINANCIAL | POSITION HELD: AGENT | ADDRESS: 30 VESEY ST, 9TH FLOOR, NY, NY 10007 | START DATE: 02/13/24 | NATURE OF ACTIVITY: INS BROKERAGE | APPROX HRS/MTH: 40 | APPROX TRADING HRS/MTH: 40 | DESCRIPTION OF DUTIES: INS SALES AND SERVICE OF LIFE PRODUCTS INCLUDING PENN MUTUAL ALSO MANAGER UNDERWRITING 2) INS BROKERAGE | INVEST RELATED: YES | DBA: STAR LITE BROKERAGE | POSITION HELD: OWNER | ADDRESS: 52 BACKERTOWN RD, UNIT 506, MONROE, NY 10950 | START DATE: 02/13/24 | NATURE OF ACTIVITY: FIXED LIFE INS AND FIXED ANNUITIES | APPROX HRS/MTH: 40 | APPROX TRADING HRS/MTH: 40 | DESCRIPTION OF DUTIES: INS SALES AND SERVICE OF LIFE PRODUCTS INCLUDING PENN MUTUAL 3) INS BROKERAGE | INVEST RELATED: YES | DBA: STAR LIFE PARTNERS | POSITION HELD: MARKETING CONSULTANT-UNDERWRITING SPECIALIST | ADDRESS: 4901 16 AVE, BROOKLYN, NY 11204 | START DATE: 02/13/24 | NATURE OF ACTIVITY: FIXED LIFE INS AND FIXED ANNUITY SALES AND MARKETING | APPROX HRS/MTH: 10 | APPROX TRADING HRS/MTH: 10 | DESCRIPTION OF DUTIES: MARKETING CONSULTANT - UNDERWRITING SPECIALIST FIXED LIFE INS AND FIXED ANNUITY SALES AND MARKETING. 4) SIMON WEINSTOCK | INVEST RELATED: NO | DBA: NA | POSITION HELD: OWNER | ADDRESS: 2 VAN BUREN DRIVE, UNIT 221, MONROE, NY 10950 | START DATE: 02/13/24 | NATURE OF ACTIVITY: REAL ESTATE HOLDINGS/RENTALS | APPROX HRS/PER MTH: 2 | APPROX TRADING HRS/MTH: 2 | DESCRIPTION OF DUTIES: COLLECT RENTS. 5) GUARDIANSHIP|POSITION: Guardian |NATURE: Court appointed Guardian for 2 adults who need help with ADLs | INVEST RELATED: No # OF HOURS: 10|SECURITIES TRADING HOURS: 2 START DATE: 08/20/24|ADDRESS: 2 Van Buren Drive, 221, Monroe NY 10950 |DESCRIPTION: Personal care: Making decisions about the ward's healthcare, living arrangements, and personal care. This could include deciding where the ward will live, and arranging for meals, transportation, clothing, recreation, and health care. Estate: Managing the ward's property, finances, and legal affairs. This could include making a budget, paying bills, investing money, collecting income, and protecting assets. Taxes: Paying the ward's taxes. Public benefits: Applying for available public benefits and resources for the ward. Decision-making: Engaging the ward in the decision-making process, ensuring that their preferences and desires are known, considered, and achieved to the fullest extent possible 6) WEINSTOCK FAMILIY TRUST DBA: DBA The B Weinstock 2019 Trust | POSITION: Trustee NATURE: Family Trust | INVEST RELATED: No | # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/11/19 | ADDRESS: 2 Van Buren Drive, 221, Monroe NY 10950 | DESCRIPTION: Managing the trust This includes ensuring that the trust assets are aligned with the goals, objectives, and risk tolerance level of the trust and the grantors. Managing Trust Insurance policies Managing Trust Real Property .Distributing assets 7) GEDID FINANCIAL ALLIANCE | POSITION: Proprietor/Owner NATURE: Life Ins brokerage INVEST RELATED: Yes NUMBER OF HOURS: 64 SECURITIES TRADING HOURS: 4 START DATE: 12/05/24 | ADDRESS: 30 VESEY ST, 9TH FLOOR, NEW YORK, NY 10007 | DESCRIPTION: I recruit, train, and manage financial professionals while also providing tailored financial solutions through personal sales. My role combines leadership, client advisory, and business development to drive success for my team and clients. 8) KEHAL AHAVAS HASHEM OF TAMPA BAY|POSITION: Director|NATURE: Nonprofit religious and community organization (synagogue) providing religious and related civic services, including eruv, mikvah, and kashrut oversight. INVEST RELATED: No|# OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/17/26|ADDRESS: 5414 Salt Plains Ct,, Wimauma, FL 33598|DESCRIPTION: Uncompensated board service for a nonprofit religious and civic organization; governance and oversight only (dues, collections, expense review). No check-writing authority, account control, or client solicitation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-31
• S63 Uniform Securities Agent State Law Examination
  2024-07-17