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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-05-19 |
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 |
|---|---|---|---|---|
| Self-Employed | Pittsburgh | PA | 05/1989 | Present |
| Robert D Corcoran, Cpa | Pittsburgh | PA | 09/1982 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 03/2009 | Present |
| Penn Mutual Life Ins Co | Horsham | PA | 03/2009 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 21ST CENTURY FINANCIAL | POSITION HELD: AGENT | ADDRESS: 381 MANSFIELD AV, STE 400 PITTSBURGH, PA 15220 | START DATE: 03/2009 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: OVER 140 HRS | DESCRIPTION OF DUTIES: LIFE, FIXED ANNUITY, DISABILITY, HEALTH AND LTC INSURANCE SALES. 2) CONNOLLY STEELE & COMPANY PC | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: EMPLOYEE/TAX PREPARATION | ADDRESS: 1010 OHIO RIVER BOULEVARD PITTSBURGH, PA 15202 | START DATE: 1/1/2013 | NATURE OF ACTIVITY: CPA/ACCOUNTING SERVICES | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: ACCOUNTING & TAX PREPARATION. 3) BOARD MEMBER/SECRETARY | INVESTMENT RELATED: NO | DBA NAME: TC HOUSE, INC. | POSITION HELD: OFFICER | ADDRESS: 7051 STEUBENVILLE PIKE, OAKDALE, PA 15071 | START DATE: 01/2005 | NATURE OF ACTIVITY: OTHER | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: BOARD MEMBER/SECRETARY - ATTEND BOARD MEETINGS / COORDINATE CORRESPONDENCE. 5) AMSPIRIT BUSINESS CONNECTIONS | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: OFFICER/DIRECTOR | ADDRESS: UPMC LEMIEUX SPORTS COMPLEX 8000 CRANBERRY SPRINGS DRIVE CRANBERRY TWP, PA 16066 | START DATE: 9/14/2022 | NATURE OF ACTIVITY: NETWORKING GROUP LOCAL CHAPTER | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: CHAIR WEEKLY MEETINGS; ENCOURAGE NETWORKING AMONG MEMBERS. 6)NOTRE DAME CLUB OF PITTSBURGH | POSITION: OFFICER | NATURE: 501(C)(3) ORGANIZATION | INVESTMENT RELATED: NO | NUMBER OF HOURS: 10 | SECURITIES TRADING HOURS: 10 | START DATE: 07/01/2026 | ADDRESS: 153 MAIN ENTRANCE DRIVE, PITTSBURGH 15228 | DESCRIPTION: SUPPORT THE CHARITABLE GOALS OF THE ORGANIZATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-24 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-26 |
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