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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 12/2015 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 12/2015 | Present |
1)INSURANCE BROKERAGE | DBA NAME: PENN MUTUAL/1847FINANCIAL | INVESTMENT RELATED: YES | ADDRESS: 109 MULBERRY STREET BERWICK, PA 18603 | NATURE OF OBA: INSURANCE SALES AND SERVICE | POSITION: AGENT | START DATE: 12/01/2015 | NUMBER OF HOURS/MONTH: 160 HOURS PER MONTH | SECURITIES TRADING HOURS: 128 HOURS PER MONTH | DESCRIBE DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2)INSURANCE BROKERAGE | DBA: DADDIO FINANCIAL ADVISORS LLC | POSITION: MEMBER | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 10 | SECURITIES TRADING HOURS: 10 | START DATE: 02/23/2024 | ADDRESS: 212 PINE ST, BERWICK PA 18603 | DESCRIPTION: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-10-15 |
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