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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-08-30 |
Branch Locations
1217 S Shore Road Unit 201, Seaville, NJ 08230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Treloar & Heisel, Inc. | New Castle | PA | 06/2016 | 05/2019 |
| Wcg Wealth Advisors, Llc | New Castle | PA | 09/2018 | 03/2019 |
| Penn Mutual Life Insurance Company | Horsham | PA | 04/2016 | Present |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 08/2024 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: CFS DENTAL DIVISION | POSITION HELD: AGENT | ADDRESS: 1217 SOUTH SHORE RD, UNIT 201, SEAVILLE, NJ 08230 | START DATE: Date | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 160 | APPROX TRADING HRS PER MTH: 160 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS.
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