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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-04-21 |
Branch Locations
54 Friends Lane Suite 121, Newtown, PA 18940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life | Wilmington | DE | 10/1993 | Present |
| Hornor, Townsend & Kent, Inc. | Rosemont | PA | 10/1993 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT | ADDRESS: 54 FRIENDS LANE, NEWTOWN, PA 18940 | START DATE: 1/1/2003 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: LIFE, ACCIDENT AND HEALTH, DISABILITY AND LONG-TERM CARE INSURANCE SALES AND SERVICES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2) DISABILITY/HEALTH INSURANCE | INVESTMENT RELATED: YES | DBA NAME: JSBENEFITS GROUP, INC; | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 9 SOMERSET ROAD, REHOBOTH BEACH, DE 19971 | START DATE: 2005 | NATURE OF ACTIVITY: DISABILITY/HEALTH INSURANCE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: I SELL GROUP HEALTH, LIFE, DISABILITY, INDIVIDUAL HEALTH MEDICARE, & PROPERTY AND CAUSUALTY. 3) PAYSOFT HR | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 54 FRIENDS LANE, SUITE 121, NEWTOWN PA 18940 | START DATE: 7/1/2016 | NATURE OF ACTIVITY: SERVICE INDUSTRY | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: WORKING WITH EMPLOYEE HANDBOOKS, HR CONSULTING ADDING VALUE SERVICES, POP PLANS. 4) LANDLORD JS REAL ESTATE GROUP | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PROPRIETOR/OWNER |ADDRESS: 1) SYRACUSE AVEWILDWOOD CREST NJ 08260 2 9145 CHULA VISTA #13001NAPLES FL 34113 3 ) 400 E RALEIGH AVE UNIT 411 LOWER TOWNSHIP NJ 08260 4) 167 N COLLIER BLVE UNIT G3 & APT. V4 MARCO ISLAND FL 34145 54 FRIENDS LANE UNIT 121 NEWTOWN PA 18940 | START DATE: 6/1/2017 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER| APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: YEARLY RENTALS USING A MANAGEMENT COMPANY. 5) PAYSOFT PRO | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 54 FRIENDS LANE, SUITE 121, NEWTOWN PA 18940 | START DATE: 6/1/2019 | NATURE OF ACTIVITY: SERVICE INDUSTRY | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: CONSULTING ON COST CONTAINMENT. 6) EHEALTHGROUP LLC | INVESTMENT RELATED: NO | DBA NAME: EHEALTHGROUP LLC | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 54 FRIENDS LANE, SUITE 121, NEW TOWN PA 18940, | START DATE: 6/7/2002 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: INACTIVE LLC (USE FOR INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS). 7) VICKI BARGAIN STUDIO, LLC | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PARTNER | ADDRESS: 9 SOMERSET ROAD, REHOBOTH BEACH, DE 19971 | START DATE: 6/7/2020 | NATURE OF ACTIVITY: SERVICE INDUSTRY | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: SELLING USED FURNITURE, QUILTS, WATCHES ETC. 8)FAMILY FOUNDATION POSITION: I'M NOT SURE I WILL BE ON THE BOARD I BELIEVE THE PAPERWORK HAS TO GET FILLED OUT | NATURE: I'M STARTING A FAMILY FOUNDATION TO IMPROVE THE LIVES OF CHILDREN AND ANIMALS | INVESTMENT RELATED: NO | NUMBER OF HOURS: 5 | SECURITIES TRADING HOURS: 5 | START DATE: 09/01/2023 | ADDRESS: 9 SOMERSET ROAD, REHOBOTH BEACH DE 18940, UNITED STATES | DESCRIPTION: I WILL PUT PERSONAL MONEY INTO THE FOUNDATION. I WILL PICK ORGANIZATIONS TO DONATE TO SUCH AS THE RONALD MCDONALD HOUSE AND ORGANIZATIONS THAT WORK TOWARDS SAVING THE FLORIDA PANTHERS AND OTHER THINGS LIKE THIS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-12-07 |
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