Cory James Thatcher

Current Employers

Employment History

• 06/2003 → Present
  Thatcher Benefit Planning, Inc
  Hellertown, PA
• 07/2013 → Present
  Hornor Townsend & Kent Inc
  Horsham, PA
• 07/2013 → Present
  Penn Mutual Life Ins Co
  Horsham, PA

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT | ADDRESS: 1550 POND ROAD SUITE 140 ALLENTOWN, PA 18104 | START DATE: 07/01/2013 | 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 INSURANCE PRODUCTS FOR MULTIPLE CARRIERS INCLUDING THE PENN MUTUAL LIFE INSURANCE COMPANY. 2) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: THATCHER BENEFIT PLANNING INC | POSITION HELD:PROPRIETOR/OWNER | ADDRESS: 33 HESS AVE HELLERTOWN PA 18055 | START DATE: 6/1/2003 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 26-40 HRS | APPROX TRADING HRS PER MTH: 26-40 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR HEALTH, LIFE AND DISABILITY INSURANCE MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 3) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: THE WOLF DEN FINANCIAL, LLC. | POSITION HELD:OFFICER/AGENT | ADDRESS: 1005 BROOKSIDE RD. SUITE 140 ALLENTOWN PA 18106 | START DATE: 2/19/2014 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 4) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: WEINSTEIN FINANCIAL GROUP LLC | POSITION HELD: AGENT | ADDRESS: 252 WEST SWAMP ROAD, STE. 40, DOYLESTOWN, PA 18901 | START DATE: 08/01/14 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES FOR MULTIPLE CARRIERS INCLUDING THE PENN MUTUAL LIFE INSURANCE COMPANY. 5) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: FURGIUELE FINANCIAL SERVICES, LLC. | POSITION HELD: PARTNER | ADDRESS: 7907 CROSS CREEK CIRCLE BREINIGSVILLE, PA 18031 | START DATE: 12/9/2015 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 6)TSS FINANCIAL PLANNING, LLC. | POSITION: PARTNER | NATURE: ADMINISTRATION AND PAYROLL | INVESTMENT RELATED: NO | NUMBER OF HOURS: 0 | SECURITIES TRADING HOURS: 0 | START DATE: 11/08/2024 | ADDRESS: 1550 POND RD., SUITE 140, ALLENTOWN PA 18104 | DESCRIPTION: NO DUTIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-02-13
• S63 Uniform Securities Agent State Law Examination
  2012-03-24