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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2003-02-06 |
Branch Locations
1201 New Road, Suite 111B, Linwood, NJ 08221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Conn. General Life Ins Co | Cherry Hill | NJ | 12/1990 | Present |
| Hornor, Townsend, & Kent | Horsham | PA | 02/2003 | Present |
| Penn Mutual | Horsham | PA | 02/2003 | Present |
1) STOCKTON UNIVERSITY FOUNDATION BOARD | INVESTMENT RELATED: NO | DBA NAME: |POSITION HELD: BOARD MEMBER/TRUSTEE | ADDRESS: 101 VERA KING FARRIS DRIVE GALLOWAY, NJ 08205 | START DATE: 9/1/2017 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: BOARD MEMBER REVIEWING MATTERS RELATING TO THE BEST COURSE OF ACTION FOR THE FOUNDATION. 2) STOCKTON INVESTMENT COMMITTEE | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: COMMITTEE MEMBER | ADDRESS: 101 VERA KING FARRIS DRIVE, GALLOWAY, NJ 08205 | START DATE: 5/4/2021 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: EDUCATIONAL DISCUSSIONS ONLY : WORKING WITH THE FOUNDATION : WORKING WITH THE PORTFOLIO AND CONSULT WITH OTHER COMMITTEE MEMBERS ON THE MANAGEMENT OF THE PORTFOLIO. 3) ST GIANNA PARISH | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: MEMBER OF THE PARISH COUNCIL | ADDRESS: 1417 NEW ROAD, NORTHFIELD, NJ 08225 | START DATE: 1/1/2021 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: DECISIONS WITH THE FUNCTIONING OF THE CHURCH. 4)INSURANCE AND INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: BARBERIO FINANCIAL SERVICES | POSITION HELD: MANAGING PARTNER | ADDRESS: 1201 NEW ROAD, SUITE 111B, LINWOOD, NJ 08221 | START DATE: 09/24/2025 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 200 HRS | APPROX TRADING HRS PER MTH: 7 HRS | DESCRIPTION OF DUTIES: INSURANCE & INVESTMENT SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY & HTK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-17 |
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