James Charles Traylor

Current Employers

Employment History

• 10/2014 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA
• 11/2014 → Present
  Hornor, Townsend & Kent, Inc
  Horsham, PA

Other Businesses

1) SPECIAL NEEDS PLANNING | INVESTMENT RELATED: YES | DBA NAME: RIVENT PARTNERS, INC . | POSITION HELD: PRESIDENT | ADDRESS: 28 LAWRENCE ST. ROCHESTER, NY 14607 | START DATE:1/1/2012 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: SALES AND SERVICE OF LIFE, ACCIDENT, HEALTH/DI/ LTC AND ANNUITY CLIENT ACCOUNTS. FINANCIAL PLANNING & CONSULTING FOR SPECIAL NEEDS CLIENTS. 2) RENTAL PROPERTY DBA NONE, NOT INVESTMENT RELATED, 736-738 MELVILLE ST, ROCHESTER, NY 14609. NATURE OF OBA: RENTAL PROPERTY. POSITION, TITLE, RELATIONSHIP: LANDLORD. START DATE OF OBA: 09/2009. # HOURS/MONTH: 10 HRS/MONTH; # HOURS/MONTH DURING TRADING: 0 HRS/MONTH. DUTIES: PROPERTY MANAGEMENT. 3) CONSULTING /RIVENT PARTNERS DISABILITY PLANNING | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 28 LAWRENCE ST. ROCHESTER, NY 14607 | START DATE: 7/1/2015 | NATURE OF ACTIVITY: OTHER - | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: PROVIDES SPECIALIZED CONSULTING ON GOVERNMENT BENEFITS, MAXIMIZATION OF PUBLIC SERVICES AND THE COORDINATION OF CARE FOR A PERSON. 4) LLC HOLDING | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 28 LAWRENCE ST. ROCHESTER, NY 14607 | START DATE: 2/28/2018 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: LLC / :CREATED TO PURCHASE :OFFICE: COLLECT RENTS. 5) PRESIDENT POSITION: Proprietor/Owner NATURE: Life Insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2014 ADDRESS: 28 Lawrence St, Rochester NY 14607, United States DESCRIPTION: Sales and service of life, disability, long term care and annuity products. 6) CONSULTING POSITION: Proprietor/Owner NATURE: Provide consulting on government benefits, care management, and planning for a person with a disability. INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 20 START DATE: 11/01/2014 ADDRESS: 28 Lawrence St, Rochester NY 14607, United States DESCRIPTION: We develop written strategies for a family to use in planning for a child with a disability and the technical support to maximize all available government benefits. 7)RENTAL PROPERTY | POSITION: PROPRIETOR/OWNER | NATURE: RENTAL PROPERTY OWNER | INVESTMENT RELATED: NO | NUMBER OF HOURS: 2 | SECURITIES TRADING HOURS: 0 | START DATE: 04/30/2014 | ADDRESS: 268-270 MILBURN ST., ROCHESTER NY 14607 | DESCRIPTION: 2 FAMILY RENTAL PROPERTY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-19
• S63 Uniform Securities Agent State Law Examination
  2008-04-01

Designations