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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-23 |
| PA | RA | APPROVED | 2017-10-23 |
Branch Locations
381 Mansfield Av, Ste 400, Pittsburgh, PA 15220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Pittsburgh | PA | 06/2015 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 12/2015 | Present |
1)INSURANCE BROKERAGE- DBA: 21st CENTURY FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: 381 MANSFIELD AVE., STE 400, PITTSBURGH, PA 15220; NATURE OF OBA: INSURANCE SALES AND SERVICE; POSITION, TITLE, RELATIONSHIP: AGENT; START DATE OF OBA: 05/2015; APPROXIMATE NUMBER OF HOURS/MONTH: 160; APPROXIMATE NUMBER OF HOURS/MONTH DURING SECURITIES TRADING HOURS: 120; DESCRIBE DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2) VIGILANT WEALTH PARTNERS INSURANCE BROKERAGE | INVESTMENT RELATED - YES | DBA NAME: VIGILANT WEALTH PARTNERS | POSITION HELD: AGENT | ADDRESS: 381 MANSFIELD AVE. STE 400, PITTSBURGH, PA 15220 | START DT: 5/11/2016 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 26-40 HRS | APPROX TRADING HRS PER MTH: 26-40 HRS | DESCRIPTION OF DUTIES: INSURANCE PRODUCTS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY ALONG WITH MULTIPLE DISABILITY CARRIERS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-31 |
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