Todd Robert Ockovic

Current Employers

Employment History

• 02/2015 → Present
  Hornor, Townsend & Kent, Inc
  Horsham, PA
• 02/2015 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA

Previous Registrations

• 2007-09-18 → 2015-02-18
  Msi Financial Services, Inc.
  Plymouth Meeting, PA
  Plymouth Meeting, PA

Other Businesses

1)INSBRK|INV:YES|DBA:1847FINANCIAL|POS:AGENT|ADD:161 WASHINGTON ST,FLR11,STE1111,CONSHOHOCKEN,PA 19428|DT:2/2015|ACT:MULTI-LINE INS BROK|HRMTH:>140|TRADEHRMTH:> 140|DUTY:SALES/SERV OF LAH/DI/LTC/ANNUITY CLIENT ACCOUNTS. 2)CHAIR OF GRAND LODGE OF PA,FREE/ACCEPTED MASONS CONSOLIDATED FUND|INV :NO|DBA:N/A|POS:CHAIR|ADD:1 N.BROAD ST,PHILA,PA 19107|DT:7/31/2019|ACT:CHARITY/RELIGIOUS/FOUNDATION|HRMTH: < 10|TRADEHRMTH: < 10|DUTY: AS CHAIRMAN, CONDUCT VARIOUS ACTIVITIES TO INCLUDE ORGANIZATION AND ATTENDANCE OF REGULAR LEADERSHIP MEETINGS. PARTICIPATE IN MEETINGS WITH VENDORS. REVIEW MEETING MATERIALS FOR PRESENTATION TO TRUSTEES. 3)GRAND LODGE OF PA F.&A.M.|INV:NO|DBA:N/A|POS:COMMITTEE MEMBER|ADD:1 N. BROAD ST,PHILA,PA 19107|DT:2/2/2020|ACT:CHARITY/RELIGIOUS/FOUNDATION|HRMTH: < 10|TRADEHRMTH: < 10|DUTY: ATTEND REGULAR MEETINGS, REVIEW FINANCIALS OF ORGANIZATION AND ITS AFFILIATES FOR CURRENT PERIOD AND FORECAST OF SAME FOR NEXT CALENDAR PERIOD. RECOMMEND MEMBERS AS APPROPRIATE FOR POSITION OF TRUSTEE OF THE CONSOLIDATED FUND TO CURRENT GRAND MASTER. 4)PML-NAC|POS:OFFICER|NATURE:CONSULTANT|INV:NO|HRMTH:2|TRADEHRMTH:2|DT:11/07/2023|ADD:161 WASHINGTON ST,STE1111,CONSHOHOCKEN PA 19428|DUTY:COLLAB W/PML LEADERS & EMPLOYEES IN BUSINESS DECISIONS FOR PML ENTERPRISE. 5) Name: MASONIC VILLAGE | POSITION: Board of Directors | INVESTMENT RELATED: No | NUMBER OF HOURS: 1 | SECURITIES TRADING HOURS: 1 | START DATE: 12/27/2024 | ADDRESS: One Masonic Drive, Elizabethtown PA 17022, United States | DUTY: CONDUCT OVERSIGHT OF THE MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA AND ITS AFFILIATED CHARITIES TO INCLUDE MASONIC CHARITIES OF PENNSYLVANIA, MASONIC YOUTH FOUNDATION AND MASONIC TEMPLE LIBRARY & MUSEUM OF PHILADELPHIA. 6)CHAIR OF THE TRUSTEES OF THE VALLEY OF PHILADELPHIA | POSITION: MEMBER OF PENNSYLVANIA FREEMASONRY - SCOTTISH RITE - VALLEY OF PHILADELPHIA | NATURE: FRATERNAL - PENNSYLVANIA FREEMASONRY | INVESTMENT RELATED: YES | NUMBER OF HOURS: 1 | SECURITIES TRADING HOURS: 0 | START DATE: 06/30/2025 | ADDRESS: 1 N. BROAD STREET, PHILADELPHIA PA 19107 | DESCRIPTION: I WILL CHAIR THE MEETING OF THE TRUSTEES OF THE VALLEY OF PHILADELPHIA. WE WILL BE SETTING INVESTMENT POLICY. WE WILL MONITOR PERFORMANCE. WE WILL VOTE TO HIRE OR FIRE ANY INVESTMENT MANAGERS. 7)INSURANCE BROKERAGE | DBA: HEARTLUX CAPITAL | POSITION: PARTNER | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 160 | SECURITIES TRADING HOURS: 160 | START DATE: 09/05/2025 | ADDRESS: 161 WASHINGTON STREET, SUITE 1111, CONSHOHOCKEN PA 19428 DESCRIPTION: OWNER/FINANCIAL PROFESSIONAL.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-12-28