Gerald Lynn Waln

Current Employers

Employment History

• 07/2016 → 02/2017
  Mass Mutual
  Camp Hill, PA
• 07/2016 → 02/2017
  Msi
  Camp Hill, PA
• 02/2017 → Present
  Penn Mutual Life Insurance
  Horsham, PA
• 02/2017 → Present
  Hornor Townsend & Kent Inc
  Horsham, PA

Previous Registrations

• 2007-09-18 → 2017-02-23
  Msi Financial Services, Inc.
  New Cumberland, PA
  Camp Hill, PA

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT- | ADDRESS: 422 N FRONT ST WORMLEYSBURG, PA 17403| START DATE: 2017-02-20 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE- | APPROX HRS PER MTH: OVER 140 HOURS | APPROX TRADING HRS PER MTH: OVER 140 HOURS | DESCRIPTION OF DUTIES: SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO. 2) | INVESTMENT RELATED: NO | DBA NAME: RISING SUN SEVENTH DAY ADVENTIST CHURCH | POSITION HELD: OTHER-LAY PASTOR / PART TIME | ADDRESS: 402 N. WALNUT STREET, RISING SUN, MD | START DATE: 2015-01-01 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION- | APPROX HRS PER MTH: 10-25 HOURS | APPROX TRADING HRS PER MTH: LESS THAN 10 HOURS | DESCRIPTION OF DUTIES: SPEAK ONCE OR TWICE A MONTH AND DO SOME VISITATION OF MEMBERS. 3) BOARD MEMBER | INVESTMENT RELATED: NO | DBA NAME: CUMBERLAND SENIOR HOUSING ASSOCIATES | POSITION HELD: BOARD MEMBER/TRUSTEE- | ADDRESS: 114 N HANOVER ST., CARLISLE, PA 17013 | START DATE: 2013-01-01 | NATURE OF ACTIVITY: OTHER-SENIOR HOUSING ASSOCIATION | APPROX HRS PER MTH: LESS THAN 10 HOURS | APPROX TRADING HRS PER MTH: LESS THAN 10 HOURS | DESCRIPTION OF DUTIES: BOARD MEMBER OF THE COUNTY HOUSING FOR SENIORS THAT OVERSEES THE OPERATION OF THE ASSOCIATION. 4) NEW CUMBERLAND OLDE TOWNE ASSOCIATION | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD:DIRECTOR/BOARD MEMBER | ADDRESS: PO BOX 531 NEW CUMBERLAND, PA 17070 | START DATE: 1/1/2021 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: SERVE ON THE BOARD OF THE NEW CUMBERLAND OLDE TOWNE ASSOCIATION, A CIVIC GROUP THAT WORKS TO MAKE NEW CUMBERLAND A BETTER PLACE BY BEAUTIFICATION PROJECTS. 5) NEW CUMBERLAND BUSINESS & BUSINESS ASSOCIATION BOARD OF DIRECTORS | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: DIRECTOR | ADDRESS: NEW CUMBERLAND FIRE HALL 319 4TH STREET NEW CUMBERLAND, PA 17070 |START DATE: 1/1/2022 | NATURE OF ACTIVITY: NETWORKING GROUP | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: BUSINESS ASSOCIATION:PRIMARY BUSINESS MARKETING THRU THE WEBSITE THE BUSINESSES OF NEW CUMBERLAND I.E. ADVERTISING, NEWSLETTER AND EVENTS. 6)LAY PASTOR | POSITION: VOLUNTEER | NATURE: RELIGIOUS | INVESTMENT RELATED: NO | NUMBER OF HOURS: 20 | SECURITIES TRADING HOURS: 0 | START DATE: 11/01/2024 | ADDRESS: 223 CEDAR STREET, EPHRATA PA 17522 | DESCRIPTION: LAY PASTOR- VISIT THE SICK MEMBERS IN HOSPITAL, DELIVER A SERMON EACH WEEK.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-04-18