Anthony R Sergio

Current Employers

Employment History

• 08/2016 → Present
  Penn Mutual Life Insurance Co
  Horsham, PA
• 08/2016 → Present
  Hornor Townsend & Kent Inc
  Horsham, PA

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED - YES | DBA NAME: 1847FINANCIAL/PENN MUTUAL | POSITION HELD: AGENT | ADDRESS: 388 MAIN ST, HARLEYSVILLE, PA 19438| START DT: 8/2/2016 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: 101-140 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY 2) MISERICORDIA UNIVERSITY ALUMNI ASSOCIATION | INVESTMENT RELATED: YES | DBA NAME: | POSITION HELD: BOARD MEMBER | ADDRESS: 301 LAKE STREET DALLAS PA 18612 | START DATE: 9/9/2019 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: ASSITING WITH ALUMNI RELATIONS AND INVOLVEMENT WITH THE UNIVERSITY. 3) INSURANCE & INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: SERGIO FINANCIAL GROUP | POSITION HELD:AGENT | ADDRESS: 388 MAIN STREET HARLEYSVILLE PA 19438 | START DATE: 12/19/2019 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES:INSURANCE & INVESTMENT , ADVISORY AND DISABILTY SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, 4) MALENO FINANCIAL SERVICES LLC; POSITION: 1% LLC OWNER NATURE: LIFE INSURANCE BROKERAGE INVESTMENT RELATED: YES NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/09/2023 ADDRESS: 345 MAIN STREET, SUITE 103, HARLEYSVILLE PA 19438, UNITED STATES DESCRIPTION: LLC OWNER AND FIXED INSURANCE SALES. 5) 1FIVE VENTURES LLC | POSITION: PROPRIETOR/OWNER | NATURE: ADMIN PAYROLL | INVESTMENT RELATED: NO | NUMBER OF HOURS: 1 | SECURITIES TRADING HOURS: 0 | START DATE: 10/01/2025 | ADDRESS: 388 MAIN STREET, HARLEYSVILLE PA 19438 | DESCRIPTION: RUN PAYROLL FOR OUR ADMIN.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-09
• S63 Uniform Securities Agent State Law Examination
  2015-09-02