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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-27 |
Branch Locations
110 Fieldcrest Ave Suite 20, Edison, NJ 08837 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Secaucus | NJ | 11/2014 | 09/2019 |
| Mml Investors Services | Secaucus | NJ | 05/2015 | 09/2019 |
| Penn Mutual Life Ins Co | Horsham | PA | 09/2019 | Present |
| Hornor Townsend & Kent Llc | Horsham | PA | 10/2019 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: STRATEGIC WEALTH SOLUTIONS GROUP | POSITION HELD: AGENT |ADDRESS: 110 FIELDCREST AVE, SUITE 20, EDISON, NJ 08837 | START DATE: 10/24/2019 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: OVER 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. 2)INSURANCE BROKERAGE | DBA: ATTORNEY RESOURCE GROUP. POWERED BY STRATEGIC WEALTH SOLUTIONS | POSITION: PROPRIETOR/OWNER | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 20 | SECURITIES TRADING HOURS: 20 | START DATE: 09/20/2024 | ADDRESS: 110 FIELDCREST AVE SUITE 20 3RD FL, EDISON NJ 08837 | DESCRIPTION: FINANCIAL SERVICES FOR ATTORNEYS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2020-03-13 |
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