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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-19 |
| TX | RA | APPROVED | 2020-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 11/2012 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 05/2017 | Present |
| New York Life Insurance Company | New York | NY | 08/2009 | 04/2017 |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: POWER FORWARD GROUP | POSITION HELD: AGENT | ADDRESS: 30 VESEY ST, 9TH FLOOR, NEW YORK, NY 10007 | START DATE: 2/1/2016 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: OVER 140 HRS | DESCRIPTION OF DUTIES: SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO. 2) ATTORNEY/LEGAL SERVICES | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 30 VESEY ST, 9TH FLOOR, NEW YORK, NY 10007 | START DATE: 9/1/2009 | NATURE OF ACTIVITY: ATTORNEY/LEGAL SERVICES | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: ESTATE PLANNING; TRUST AND WILL DRAFTING. 3) BOARD OF DIRECTORS FOR YESHIVAH OF FLATBUSH | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: OFFICER | ADDRESS: 919 EAST 10TH STREET BROOKLYN, NY 11230 | START DATE: 9/1/2018 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: SCHOOL VOLUNTEERING. 4) WETHEMONES | POSITION: Partner | NATURE: WeThemOne is an athlete focused brand, empowering individual voices in a inclusive space. The brand sells apparel and highlights athletestories | INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/30/2023 | ADDRESS: 1490 East 22nd St, Brooklyn NY 11210 | DESCRIPTION: My duties regarding WeThemOnes are focused on building the brand identity with a focus on merchandise production.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-25 |
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