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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2009-11-23 |
Branch Locations
475 Mclaws Circle Suite 3A, Williamsburg, VA 23185 • United States
233 Wythe Creek Rd, Ste 100, Poquoson, VA 23662 • United States
7198 Chapman Drive, Hayes, VA 23072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ecpi | Newport News | VA | 11/2009 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 11/2009 | Present |
| Penn Mutual Life Insurance Co | Horsham | PA | 11/2009 | Present |
1) INSURANCE BROKERAGE | Investment Related: Yes | DBA Name: VECTOR27 FINANCIAL GROUP | Position Held: Agent | Address: 233 WYTHE CREEK RD., STE. 100, POQUOSON, VA 23662 | Start Date: 12/2013 | Nature of Activity: Life Insurance Brokerage | Approx Hrs Per Mth: 41-100 Hrs | Approx Trading Hrs Per Mth: 41-100 Hrs | Description of Duties: SALES AND SERVICE OF INSURANCE PRODUCTS FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2) REAL ESTATE RENTAL PROPERTY | Investment Related: No | DBA Name: n/a | Position Held: Proprietor/Owner | Address: 225 CELEBRATION PLACE, CELEBRATION, FL 34747 | Start Date: 2008 | Nature of Activity: Rental Property Owner | Approx Hrs Per Mth: Less Than 10 Hrs | Approx Trading Hrs Per Mth: Less Than 10 Hrs | Description of Duties: RECEIVE RENTAL INCOME AND PAY MORTGAGE. 3) TEACHING | Investment Related: No | DBA Name: PROFESSOR ECPI COLLEGE OF TECHNOLOGY | Position Held: Other | Address: 1001 OMNI BLVD., NEWPORT NEWS, VA 23606 | Start Date: 2009 | Nature of Activity: Other | Approx Hrs Per Mth: 10-25 Hrs | Approx Trading Hrs Per Mth: 10-25 Hrs | Description of Duties: INSTRUCT CLASS AT LOCAL UNIVERSITY. 4) RELIGIOUS CHARITY, CHURCH STEWART | Investment Related: No | DBA Name: LIBERTY BAPTIST CHURCH | Position Held: Other | Address: 1021 BIG BETHEL ROAD, HAMPTON, VA 23666, | Start Date: 1987 | Nature of Activity: Other | Approx Hrs Per Mth: 10-25 Hrs | Approx Trading Hrs Per Mth: 10-25 Hrs | Description of Duties: REVIEW AND APPROVE BUDGET TO BE SUBMITTED TO CHURCH MEMBERS FOR FINAL APPROVAL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-09 |
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