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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-30 |
| TX | RA | APPROVED | 2020-01-24 |
| MA | RA | APPROVED | 2019-07-02 |
Branch Locations
131 Middlesex Turnpike, 2Nd Flr, Burlington, MA 01803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc. | New York | NY | 01/2014 | 05/2018 |
| Penn Mutual Life Insurance Co | Horsham | PA | 08/2018 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 08/2018 | Present |
1) CONDON SULLIVAN WEALTH MANAGEMENT & PLANNING | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: OTHER - | ADDRESS: 131 MIDDLESEX TURNPIKE, 2ND FLOOR BURLINGTON, MA 01803 | START DATE: 8/1/2019 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY 2) TREASURER POSITION: Board Member & Treasurer NATURE: Treasurer role for New England Masters Skiing Foundation 501(c)(3) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: New England Masters Skiing Foundation, 59 Main Street, Sutton Mills NH 03221, United States DESCRIPTION: Record keeping for ongoing donations Documentation of monthly expenses Check writing to pay foundation expenditures Financial reporting to the foundation board Depositing donations into Merrimack county savings bank (operating costs) & Fidelity (endowment) 3) INSURANCE BROKERAGE | DBA: Condon & Co Wealth Advisors | POSITION: Partner | NATURE: Life Insurance brokerage | INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 35 START DATE: 05/28/2025 | ADDRESS: 131 Middlesex Turnpike, Floor 2, Burlington MA 01803 | DESCRIPTION: New Business, insurance, investments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-10 |
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