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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Veritas Planning Advisors | Somerville | NJ | 03/2017 | Present |
| Veeco Instruments | Somerset | NJ | 05/2011 | 02/2017 |
| Hornor, Townsend, & Kent Llc | Wilmington | DE | 10/2025 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: N/A | POSITION HELD: AGENT | ADDRESS: 94 GROVE STREET, FL 1, SOMERVILLE, NJ 08876 | START DATE: 05/28/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 20 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 2)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: JAYPATADIA.COM | POSITION HELD: AGENT | ADDRESS: 94 GROVE STREET, FL 1, SOMERVILLE, NJ 08876 | START DATE: 05/28/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 20 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 3)CPA/ACCOUNTING SERVICES | INVESTMENT RELATED: NO | DBA NAME: VERITAS PLANNING ADVISORS | POSITION HELD: OWNER | ADDRESS: 94 GROVE STREET, FL 1, SOMERVILLE, NJ 08876 | START DATE: 09/15/2014 | NATURE OF ACTIVITY: TAX PREPERATION | APPROX HRS PER MTH: 80 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: PROVIDING TAX PREPARATION SERVICES.
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