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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-29 |
| FL | RA | APPROVED | 2025-01-09 |
| NJ | RA | APPROVED | 2025-01-09 |
Branch Locations
110 Fieldcrest Ave Suite 20, Edison, NJ 08837 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor, Townsend, & Kent | Horsham | PA | 02/2002 | Present |
| Penn Mutual | Horsham | PA | 02/2002 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: PRIMARY FINANCIAL, | POSITION HELD: AGENT | ADDRESS: 110 FIELDCREST AVENUE, STE. 21, EDISON, NJ 08837, | START DATE: 02/07/2002 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: LIFE INSURANCE AND ANNUITY SALES. 2) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: HIGHGROVE CAPITAL | POSITION HELD: OTHER-MANAGING PARTNER | ADDRESS: 110 FIELDCREST AVENUE, STE, 21, EDISON NJ 08837 | START DATE: 2016-10-12 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE- | APPROX HRS PER MTH: 41-100 HOURS | APPROX TRADING HRS PER MTH: 41-100 HOURS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS , INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-09-21 |
| S65 | Uniform Investment Adviser Law Examination | 1999-08-13 |
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