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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-05-18 |
| MA | RA | APPROVED | 1999-04-30 |
Branch Locations
35 Corporate Drive, Suite 210, Burlington, MA 01803 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Ins | Canton | MA | 04/1990 | Present |
| Hornor, Townsend & Kent, Inc. | Burlington | MA | 06/1991 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: CORNERSTONE FINANCIAL GROUP | POSITION HELD: AGENT | ADDRESS: 9118 PRIMA WAY #201 NAPLES, FL 34113| START DATE: 4/2/1990 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 10 | APPROX TRADING HRS PER MTH: 10 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: CFGPLAN | POSITION HELD: AGENT | ADDRESS: 9118 PRIMA WAY #201 NAPLES, FL 34113| START DATE: 10/14/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 10 | APPROX TRADING HRS PER MTH: 10 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS; MARKETING & WEBSITE NAME FOR PRACTICE
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-09-06 |
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