Avery Jeffrey Stine

Current Employers

Employment History

• 08/2015 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 06/2020 → 01/2021
  Equitable Advisors, Llc
  New York, NY
• 03/2021 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA
• 03/2021 → Present
  Hornor Townsend & Kent Llc
  Horsham, PA

Previous Registrations

• 2015-09-01 → 2021-02-03
  Equitable Advisors, Llc
  Bala Cynwyd, PA
  Lewes, DE
  Bala Cynwyd, PA

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 161 WASHINGTON STREET FLOOR 11, SUITE 1111, CONSHOHOCKEN, PA 19428| START DATE: 3/1/2021 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: 101-140 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2) INSURANCE & INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: ROCK CAPITAL GROUP | POSITION HELD: PARTNER | ADDRESS: 1550 POND RD. STE 140 ALLENTOWN, PA 18104 | START DATE: 11/1/2022 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 3)INSURANCE & INVESTMENTS | DBA: CAPITAL EVOLUTION | POSITION: PROPRIETOR/OWNER | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 20 | SECURITIES TRADING HOURS: 20 | START DATE: 03/18/2024 | ADDRESS: 161 WASHINGTON ST, SUITE 1111, CONSHOHOCKEN PA 19428 | DESCRIPTION: CAPITAL EVOLUTION WILL BE USED AS A NAME FOR MARKETING.I WILL BE USING IT FOR CLIENT ACQUISITION AND CREATING A BRAND.

Exams

• S66 Uniform Combined State Law Examination
  2015-08-28

Designations

Other Names

• Avery J. Stine