Best Investors
Account
Sign in
161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-05-10 |
Branch Locations
381 Mansfield Av, Ste 400, Pittsburgh, PA 15220 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Horsham | PA | 04/2015 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 04/2015 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 21ST CENTURY FINANCIAL | POSITION HELD: AGENT | ADDRESS: 381 MANSFIELD AVE., STE 400, PITTSBURGH, PA 15220 | START DATE: 04/2015 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: OVER 140 HRS | DESCRIPTION OF DUTIES: SALES AND SERVICE OF LIFE, ACCIDENT, HEALTH/DI/ LTC AND ANNUITY CLIENT ACCOUNTS. 2) RACE HORSES | INVESTMENT RELATED: NO | DBA NAME: MARTY VALENTIC | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 644 SAGEWOOD DR., VENETIA, PA. 15367 | START DATE: 2010 | NATURE OF ACTIVITY: OTHER | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS | DESCRIPTION OF DUTIES: 50% OWNERSHIP. 3) DBA: VIGILANT WEALTH PARTNERS | INVESTMENT RELATED - YES | DBA NAME: DBA: VIGILANT WEALTH PARTNERS INSURANCE BROKERAGE | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 381 MANSFIELD AVE. SUITE 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 SALES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY AND MULTIPLE DISABILITY INSURANCE CARRIERS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-21 |
Reach out to this advisor