Richard Thomas Morrison

Current Employers

Employment History

• 03/2016 → Present
  Penn Mutual Life Ins Co
  Horsham, PA
• 07/2016 → Present
  Hornor Townsend & Kent Inc
  Horsham, PA

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED - YES | DBA NAME: 21ST CENTURY FINANCIAL | POSITION HELD: AGENT | ADDRESS: 381 MANSFIELD AVE, SUITE 400, PITTSBURGH, PA 15220 | START DT: 3/1/2016 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE | APPROX HRS PER MTH: 101-140 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2) LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: STRATEGIC FINANCIAL DESIGNS, LLC | POSITION HELD: AGENT- | ADDRESS: 381 MANSFIELD AVENUE, SUITE 400, PITTSBURGH, PA 15220 | START DATE: 2017-03-01 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE- | APPROX HRS PER MTH: 41-100 HOURS | APPROX TRADING HRS PER MTH: 26-40 HOURS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS , INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 3) PC INSURANCE BROKERAGE | INVESTMENT RELATED: NO | DBA NAME: STRATEGIC INSURANCE CONCEPTS | POSITION HELD: PARTNER- | ADDRESS: 381 MANSFIELD AVENUE, SUITE 400, PITTSBURGH, PA 15220 | START DATE: 2017-04-01 | NATURE OF ACTIVITY: PROPERTY/CASUALTY INSURANCE- | APPROX HRS PER MTH: 10-25 HOURS | APPROX TRADING HRS PER MTH: 10-25 HOURS | DESCRIPTION OF DUTIES: QUOTING AND BINDING COVERAGE FOR CLIENTS INVOLVED IN THE PROTECTION PROCESS. GATHER DATA USE DATA TO PERFORM QUOTES AND RECOMMEND COVERAGE OPTIONS. SELL PC INSURANCE. 4) BNI RAINMAKERS | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PRESIDENT | ADDRESS: VIRTUAL /225 W STATION SQUARE DRIVE, PITTSBURGH, PA 15219 | START DATE: 10/1/2022 | NATURE OF ACTIVITY: NETWORKING GROUP | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: PROVIDES LEADERSHIP & VISION: LEAD THE MEETINGS : ENSURES THE CHAPTER ACHIEVES ITS GOALS OVERSEE LEADERSHIP TEAM CARRY OUT THEIR ROLES EFFECTIVELY : SELECT FUTURE PRESIDENT: CONSULTATION WITH THE BNI DIRECTOR. 5) HOBBY SHOP/ DBA DARK ALLIANCE | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 134 PFEIFER ROAD, HARMONY, PA 16037 | SALES OCCUR ON LINE | START DATE: 9/1/2022 | NATURE OF ACTIVITY: SERVICE INDUSTRY | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: BUY, SELL, AND/OR TRADED VARIOUS TRADING CARDS VIA ONLINE PLATFORMS. 6)CRAB HOLDINGS LLC | DBA: PGH BREAKS | POSITION: PARTNER | NATURE: SERVICE INDUSTRY - SALES OCCUR ONLINE ONLY | INVESTMENT RELATED: NO | NUMBER OF HOURS: 8 | SECURITIES TRADING HOURS: 0 | START DATE: 03/07/2024 | ADDRESS: 134 PFEIFER ROAD, HARMONY, PA 16037 | DESCRIPTION: BUY, SELL, AND/OR TRADE VARIOUS TRADING CARDS VIA ONLINE PLATFORMS. SALES OCCUR ONLINE ONLY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-23
• S63 Uniform Securities Agent State Law Examination
  2016-10-31

Other Names

• Richard Thomas Morrison