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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-09-10 |
| AZ | RA | APPROVED | 2016-08-15 |
Branch Locations
1820 E River Road Suite 230, Tucson, AZ 85718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 06/2016 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 07/2016 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: LONGVIEW INSURANCE & INVESTMENTS | POSITION HELD: PARTNER | ADDRESS: 1820 E RIVER ROAD SUITE 230, TUCSON, AZ 85718 | START DATE: 1/1/2021 | NATURE OF ACTIVITY:MULTI-LINE INSURANCE | APPROX HRS PER MTH: 101-140 HRS | APPROX TRADING HRS PER MTH: 101-140 HRS | 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. ADVISORS PROVIDE CLIENTS FINANCIAL PLANNING SERVICES AND OTHER INVESTMENT ADVISORY SERVICES AND INVESTMENT PRODUCTS THROUGH HORNOR,TOWNSEND & KENT, LLC, A REGISTERED INVESTMENT ADVISOR AND FINRA MEMBER FIRM. 2) ANDRE VERES INSURANCE & INVESTMENTS, LLC | POSITION: PROPRIETOR/OWNER | NATURE: LLC CREATED FOR TAX PURPOSES | INVESTMENT RELATED: NO | NUMBER OF HOURS: 0 | SECURITIES TRADING HOURS: 0 | START DATE: 01/01/2021 | ADDRESS: 1820 E. RIVER RD. SUITE 230, TUCSON AZ 85755 | DESCRIPTION: ENTITY CREATED FOR PERSONAL ACCOUNTING/NOT SECURITIES OR INSURANCE RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-07 |
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