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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-02-17 |
Branch Locations
100 Corporate Drive Suite 103, Lebanon, NJ 08833 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wt Music & Son Llc | Rahway | NJ | 01/2004 | Present |
| Penn Mutual Life Ins Co | Horsham | PA | 08/2019 | Present |
| Hornor Townsend & Kent Llc | Horsham | PA | 08/2019 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: PRIMARY FINANCIAL | POSITION HELD: OTHER - NONSELLING REGISTERED ASS'T | ADDRESS: 100 CORPORATE DRIVE SUITE 103, LEBANON, NJ 08833 | START DATE: 8/13/2019 |NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 101-140 HRS | APPROX TRADING HRS PER MTH: 101-140 HRS | DESCRIPTION OF DUTIES: REGISTERED ASS'T (NON-SELLING) TO TIM HYLAND AT STONE HILL FINANCIAL, LLC. 2) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: STONE HILL FINANCIAL, LLC | POSITION HELD: OTHER - NON-SELLING REGISTERED ASS'T | ADDRESS: 100 CORPORATE DRIVE SUITE 103, LEBANON, NJ 08833 | START DATE: 8/13/2019 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 101-140 HRS | APPROX TRADING HRS PER MTH: 101-140 HRS | DESCRIPTION OF DUTIES: REGISTERED ASS'T (NON-SELLING) TO TIM HYLAND. 3) MUSIC INSTRUMENT CO. | INVESTMENT RELATED: NO | DBA NAME: WT MUSIC & SON LLC | POSITION HELD:PROPRIETOR/OWNER | ADDRESS: 131 MARLBORO CIRCLE, LOPATCONG, NJ 08886 | START DATE: 1/19/2004 | NATURE OF ACTIVITY: SERVICE INDUSTRY | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: PRESIDENT OF MUSIC CO. THAT RENTS, SELLS AND REPAIRS BRASS, WOODWIND & STRINGED INSTRUMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-03 |
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