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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 11/2015 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 06/2016 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED - YES | DBA NAME: EMPIRE WEALTH STRATEGIES | POSITION HELD: AGENT | ADDRESS: 30 VESEY ST, 9TH FLOOR, NEW YORK, NY 10007 | START DT: 11/10/2015 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: 101-140 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2) CHILDREN'S RESEARCH MEDICAL FOUNDATION | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: EMERGING LEADER MEMBER | ADDRESS: 18 DRIMNAGH RD, DRIMNAGH, DUBLIN 12, D12 HX96, IRELAND | START DATE: 4/20/2018 |NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: FUND RAISING EVENTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-03-04 |
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