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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-30 |
| MA | RA | APPROVED | 2000-11-21 |
Branch Locations
35 Corporate Drive, Suite 210, Burlington, MA 01803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor, Townsend & Kent, Inc. | Burlington | MA | 10/1993 | Present |
| Cornerstone Financial Group/Penn Mutual | Waltham | MA | 05/1993 | Present |
1) CORNERSTONE FINANCIAL GROUP, INVESTMENT-RELATED, 35 CORPORATE DRIVE, SUITE 210, BURLINGTON, MA 01803, INSURANCE SALES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY, CO-OWNER, START DATE: 05/01/1993, APPROX. NUMBER OF HOURS/MONTH: 10-25, THE NUMBER OF HOURS/MONTH DEVOTED TO THE OUTSIDE BUSINESS ACTIVITY DURING SECURITIES TRADING HOURS:10-25, DUTIES: LIFE, HEALTH, DISABILITY AND LTC INSURANCE SALES. 2) TRUSTEE FOR FAMILY MEMBER | POSITION: Trustee | NATURE: Trustee for family member's trust | INVESTMENT RELATED: No | NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/06/2018 | ADDRESS: 22 Heritage Drive, Lexington MA 02420 | DESCRIPTION: Trustee for Aunt and Uncle's trusts
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-06 |
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