Scot Francis Whiskeyman

Current Employers

Employment History

• 01/2016 → 02/2017
  Metlife Securities
  Camp Hill, PA
• 02/2017 → 01/2022
  Penn Mutual Life Insurance
  Horsham, PA
• 02/2017 → 01/2022
  Hornor Townsend & Kent Inc
  Horsham, PA
• 01/2022 → Present
  Providers And Families Wealth Management, Llc
  Carlisle, PA

Previous Registrations

• 2017-03-08 → 2022-04-29
  Hornor, Townsend & Kent, Llc
  Wormleysburg, PA
  Wormleysburg, PA
  Conshohocken, PA
  Camp Hill, PA
  Lancaster, PA
• 2016-01-20 → 2017-02-06
  Msi Financial Services, Inc.
  Camp Hill, PA
• 2015-02-03 → 2015-06-22
  Concourse Financial Group Securities, Inc.
  Camp Hill, PA
• 2012-10-11 → 2015-02-04
  Msi Financial Services, Inc.
  Camp Hill, PA

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT- | ADDRESS: 205 GRANITE RUN DRIVE SUITE 120 LANCASTER, PA 17601| START DATE: 2017-02-01 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE- | APPROX HRS PER MTH: 101-140 HOURS | APPROX TRADING HRS PER MTH: 101-140 HOURS | DESCRIPTION OF DUTIES: SALES & SERVICE OF BROKERAGE AND ADVISORY; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO. 2) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: PROVIDERS & FAMILIES WEALTH MANAGEMENT | POSITION HELD: PROPRIETOR/OWNER- | ADDRESS: 205 GRANITE RUN DRIVE SUITE 120 LANCASTER, PA 17601| START DATE: 2017-02-01 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE- | APPROX HRS PER MTH: 101-140 HOURS | APPROX TRADING HRS PER MTH: 101-140 HOURS | 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. 3) PROFESSIONAL REFERRAL EXCHANGE | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: SECRETARY | ADDRESS:20 HARDY CT LANCASTER, PA 17602 | START DATE: 1/1/2019 | NATURE OF ACTIVITY: NETWORKING GROUP | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: KEEP TRACK OF MEETING ATTENDANCE, MONITORS REFERRALS GIVEN AND RECEIVED AMONG MEMBERS. 4) ON LINE BOOK SALES | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 1143 REDWOOD DRIVE CARLISLE PA 17013 | START DATE: 4/7/2017 | NATURE OF ACTIVITY: RETAIL SALES | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: FULFILLING ORDERS OF USED BOOKS ON LINE. 5) AUTHOR OF "THE RETIREE'S COMPLETE ANNUITY HANDBOOK", | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: AUTHOR | ADDRESS: 1143 REDWOOD DR, CARLISLE PA 17013 | START DATE: 6/1/2021 | NATURE OF ACTIVITY: SERVICE INDUSTRY PUBLISHING | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 |DESCRIPTION OF DUTIES: AUTHOR OF "THE RETIREE'S COMPLETE ANNUITY HANDBOOK", AVAILABLE FOR SALE ON AMAZON. 6) CARLISLE YOUNG PROFESSIONALS | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: BOARD MEMBER AND TREASURER | ADDRESS: 801 S. HANOVER ST CARLISLE, PA 17013 | START DATE: 10/1/2021 | NATURE OF ACTIVITY:NETWORKING GROUP | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 |DESCRIPTION OF DUTIES: CONDUCT MEETINGS IN ABSENCE OF PRESIDENT, PLAN EVENTS, AND GROW ORGANIZATION'S PRESENCE IN THE COMMUNITY. 7) Varsity Tutors | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD Private Tutor - Financial Services FINRA Licensing and CFP | ADDRESS: Remote/virtual | START DATE: 09/2022 | NATURE OF ACTIVITY: Tutoring for FINRA licensing and CFP | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: 0 |DESCRIPTION OF DUTIES: Tutoring for FINRA licensing and CFP

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-01
• S63 Uniform Securities Agent State Law Examination
  2011-05-03

Designations

Other Names

• Scot Whiskeyman