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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-06-30 |
Branch Locations
131 Middlesex Turnpike, 2Nd Flr, Burlington, MA 01803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 05/2013 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 06/2014 | Present |
1) OFFICE ADMISTRATOR FOR INSURANCE BROKERAGE OFFICE | INVESTMENT RELATED: YES | DBA NAME: CONDON SULLIVAN WEALTH MANAGEMENT & PLANNING | POSITION HELD: OPERATIONS ADMINISTRATION | ADDRESS: 131 MIDDLESEX TURNPIKE 2ND FL BURLINGTON, MA 01803 | START DATE: 5/1/2013 | NATURE OF ACTIVITY: INSURANCE BROKERAGE & EQUITIES | APPROX HRS PER MTH: 26-40 HRS | APPROX TRADING HRS PER MTH: 26-40 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2) ZULLY FELIZ REALTY, LLC | INVESTMENT RELATED: NO | DBA NAME: ZULLY FELIZ REALTY, LLC | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 44 GRANDVIEW AVE., LYNN, MA | START DATE: 5/20/2022 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: ALL OPERATIONS OF BUSINESS, MANAGEMENT & COLLECTING RENTAL INCOME. 3) SERVICE ADVISOR | POSITION: Employee | DBA: Condon & Co Wealth Advisors | NATURE: INSURANCE BROKERAGE & EQUITIES INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 05/28/2025 | ADDRESS: 131 Middlesex Turnpike, 2nd FL, Burlington MA 01803 | DESCRIPTION: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY
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