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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-05-18 |
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 |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | Paramus | NJ | 07/2012 | 01/2022 |
| Pruco Securities. Llc | Paramus | NJ | 07/2012 | 01/2022 |
| Penn Mutual Life Insurance Company | Horsham | PA | 04/2022 | Present |
| Hornor Townsend & Kent Llc | Horsham | PA | 05/2022 | Present |
1) INSURANCE AND INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: PRIMARY FINANCIAL | POSITION HELD: SALE MANAGER | ADDRESS: 110 FIELDCREST AVE, SUITE 21, EDISON, NJ 08837 | START DATE: 5/6/2022 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: SALE MANAGER WORKING WITH REPS DOING INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2)INSURANCE AND INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: SALE MANAGER | ADDRESS: 110 FIELDCREST AVE, SUITE 21, EDISON, NJ 08837 | START DATE: 01/01/2024 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: SALE MANAGER WORKING WITH REPS DOING INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 3)INSURANCE BROKERAGE | POSITION: AGENT | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 160 | SECURITIES TRADING HOURS: 160 | START DATE: 05/01/2022 | ADDRESS: 110 FIELDCREST AVE., 1ST FLOOR, EDISON NJ 08837 | DESCRIPTION: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-08 |
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