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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-12-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Connolly, Steele & Company, Pc | Pittsburgh | PA | 01/1996 | Present |
| Hornor Townsend & Kent, Inc | Horsham | PA | 09/2010 | Present |
| Penn Mutual Life Insurance Company | Horsham | PA | 09/2010 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: CSC FINANCIAL STRATEGIES, LLC, | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 1010 OHIO RIVER BLVD PITTSBURGH, PA 15202 | START DATE: 09/20/2010 | NATURE OF ACTIVITY: OTHER | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: OVER 140 HRS | DESCRIPTION OF DUTIES: CLIENT AND FIRM ADMINISTRATIVE RESPONSIBILITIES. 2) CPA FIRM | INVESTMENT RELATED: NO | DBA NAME: CONNOLLY, STEELE & COMPANY, P.C., | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 1010 OHIO RIVER BLVD PITTSBURGH, PA 15202 | START DATE: 01/01/1996 | NATURE OF ACTIVITY: OTHER | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: OVER 140 HRS | DESCRIPTION OF DUTIES: PROVIDE ACCOUNTING AND TAX SERVICES TO BUSINESSES AND INDIVIDUALS. CLIENT AND FIRM ADMINISTRATIVE RESPONSIBILITIES. 3) 1010 ORB LLC | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PARTNER | ADDRESS: 1010 OHIO RIVER BOULEVARD, PITTSBURGH, PA 15202 | START DATE: 6/3/2019 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: OWNING A COMMERCIAL BUILDING, COLLECTING RENT, PAYING COMMON EXPENSES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-28 |
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