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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-09-22 |
Branch Locations
161 Washington St Suite 1111, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Glen Rock | NJ | 09/2015 | 12/2018 |
| Bank Of America, N.A. | Glen Rock | NJ | 12/2015 | 12/2018 |
| Penn Mutual Life Insurance Company | Wilmington | DE | 09/2019 | Present |
| Hornor Townsend & Kent Llc | Wilmington | DE | 09/2019 | Present |
| Bank Of America | Hasbrouck Heights | NJ | 12/2018 | 09/2019 |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: | POSITION HELD: EMPLOYEE | ADDRESS: 802 CELIA CT, TOWNSHIP OF WASHINGTON, NJ 07676 | START DATE: 9/15/2019 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: OVER 140 HRS | DESCRIPTION OF DUTIES: ASSIST WITH INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-19 |
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