James Paul Cooney

Current Employers

Employment History

• 01/2014 → 01/2017
  Metlife Securities Inc
  Elmsford, NY
• 02/2017 → Present
  Penn Mutual Life Insurance Co
  Horsham, PA
• 04/2017 → Present
  Hornor Townsend & Kent Inc
  Horsham, PA

Previous Registrations

• 2014-10-08 → 2017-01-13
  Msi Financial Services, Inc.
  Elmsford, NY
• 2013-05-23 → 2014-08-21
  Equity Services, Inc.
  New York, NY
• 2012-03-27 → 2013-05-14
  Msi Financial Services, Inc.
  Montclair, NJ
  Paramus, NJ
• 2011-11-18 → 2012-01-26
  Voya Financial Advisors, Inc.
  Jersey City, NJ

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: EMPIRE WEALTH STRATEGIES | POSITION HELD: AGENT- | ADDRESS: 30 VESEY ST, 9TH FLOOR, NEW YORK, NY 10007 | START DATE: 2017-05-05 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE- | APPROX HRS PER MTH: OVER 140 HOURS | APPROX TRADING HRS PER MTH: 101-140 HOURS | DESCRIPTION OF DUTIES: Insurance sales and service for multiple carriers including Penn Mutual Life Insurance Company Including Life Settlements effective 01/23/2018. 2) DBA - POWER FORWARD GROUP & LENZO WEALTH & VINEYARD FINANCIAL PARTNERS POSITION: Agent NATURE: Life Insurance brokerage INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: 30 VESEY ST, 9TH FLOOR, NEW YORK, NY 10007 | DESCRIPTION: listed as CFP on websites for teams for Power Forward Group and Lenzo Wealth Managementwww.powerforwardgroup.comwww.lenzowealth.com 3)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT- | ADDRESS: 30 VESEY ST, 9TH FLOOR, NEW YORK, NY 10007 | START DATE: 01/01/2024 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE- | APPROX HRS PER MTH: OVER 20 HOURS | APPROX TRADING HRS PER MTH: 20 HOURS | DESCRIPTION OF DUTIES: Insurance sales and service for multiple carriers including Penn Mutual Life Insurance Company Including Life Settlements effective 01/01/2024. 4) DBA - POWER FORWARD GROUP & LENZO WEALTH & VINEYARD FINANCIAL PARTNERS & NEW EVERYDAY WEALTH STRATEGIES, ALTITUDE FINANCIAL PARTNERS, NEW EVERYDAY WEALTH STRATEGIES THE SPORTS AGENCY POSITION: Agent NATURE: Life Insurance brokerage INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 | ADDRESS: 2 Park, New York NY 10016 |DESCRIPTION: listed as CFP on websites for teams for Power Forward Group and Lenzo Wealth Managementwww.powerforwardgroup.comwww.lenzowealth.com

Exams

• S66 Uniform Combined State Law Examination
  2011-09-26

Other Names

• Jim Cooney
• James Cooney