Richard Bartlett Steele

Current Employers

Employment History

• 02/2000 → Present
  Hornor Townsend And Kent,Inc
  Horsham, PA
• 02/2000 → Present
  Penn Mutual Life Ins Co
  Horsham, PA

Other Businesses

1) INSURANCE BROKERAGE - DBA: CAMBRIDGE FINANCIAL GROUP, LLC, INVESTMENT-RELATED, 46 SOUTH MAIN STREET, SUITE A, MEDFORD, NJ 08055, INSURANCE SALES AND SERVICE, PROPRIETOR/OWNER, START DATE: 12/01/03, APPROXIMATE NUMBER OF HOURS/MONTH: MORE THAN 40, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 10-25, DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2) INSURANCE BROKERAGE - DBA: HAINES & HAINES/T.C. IRONS AGENCY - INVESTMENT-RELATED, 230 HIGH STREET, BURLINGTON, NJ 08016, INSURANCE SALES AND SERVICE, AGENT, START DATE: 07/01/2005, APPROXIMATE NUMBER OF HOURS/MONTH: LESS THAN 10, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: LESS THAN 10, DUTIES: PROPERTY AND CASUALTY INSURANCE SALES. 3) RENTAL PROPERTY OWNER, DBA: RJMS PROPERTIES LLC; NOT INVESTMENT-RELATED, 46 S MAIN ST SUITE A MEDFORD NJ; PARTNER; START DATE: 09/2014; APPROXIMATE NUMBER OF HOURS/MONTH: LESS THAN 10; APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: LESS THAN 10; DUTIES: COLLECT RENTS AND MANAGE PROPERTY. 4) RICHARD STEELE, CPA | INVESTMENT RELATED: NO | DBA NAME: RICHARD STEELE, CPA | POSITION HELD:PROPRIETOR/OWNER | ADDRESS: 46 SOUTH MAIN STREET, SUITE A MEDFORD NJ 08055 | START DATE: 12/1/2003 | NATURE OF ACTIVITY: CPA/ACCOUNTING SERVICES | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: TAX RETURN PREPARATION, ADVICE AND SERVICES.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-09-22

Designations