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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2013-02-20 |
Branch Locations
110 Fieldcrest Ave Suite 20, Edison, NJ 08837 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 08/2011 | Present |
| Penn Mutual Life Ins Co | Horsham | PA | 08/2011 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: PRIMARY FINANCIAL | POSITION HELD: AGENT | ADDRESS: 110 FIELDCREST AVENUE, STE. 21, EDISON, NEW JERSEY, 08837, | START DATE: 08/2011 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: LIFE INSURANCE AND ANNUITY SALES. 2) INSURANCE BROKERAGE | INVESTMENT RELATED: NO | DBA NAME: PROFESSIONAL GROUP PLANS (PGP) | POSITION HELD: AGENT | ADDRESS: 100 WALNUT AVENUE, STE. 504, CLARK, NJ 07066, | START DATE: 01/2008 | NATURE OF ACTIVITY: DISABILITY/HEALTH INSURANCE | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS | DESCRIPTION OF DUTIES: MAINTAIN RELATIONSHIPS WITH HEALTH INSURANCE CLIENTS. 3) INSURANCE BROKERAGE | INVESTMENT RELATED: | DBA NAME: ARK WEALTH SOLUTIONS, LLC | POSITION HELD: AGENT | ADDRESS: 110 FIELDCREST AVENUE, STE. 21, EDISON, NJ 0883 | START DATE: 01/01/12 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: NSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 4) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: CAVALIERI FINANCIAL GROUP, LLC | POSITION HELD: AGENT | ADDRESS: 110 FIELDCREST AVE 3RD FLOOR EDISON, NJ 08837 | START DATE: 1/1/2016 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 5) BOARD MEMBER POSITION: MEMBER AT LARGE | NATURE: CHURCH COUNCIL BOARD MEMBER. | INVESTMENT RELATED: NO | NUMBER OF HOURS: 6 | SECURITIES TRADING HOURS: 0 | START DATE: 04/01/2023 | ADDRESS: 84 MAPLE AVE, RED BANK NJ 07701, UNITED STATES | DESCRIPTION: WORK IN CONJUNCTION WITH OTHER BOARD MEMBERS TO DISCUSS CHURCH BUSINESS AND HELP DECIDE ON HOW TO MANAGE THAT BUSINESS APPROPRIATELY. THOSE ITEMS COULD RELATE TO CHURCH SERVICES, PROPERTY MAINTENANCE, BIBLE STUDIES, AND CHURCH VISION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-02 |
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