Richard Alan Hellberg

Current Employers

Employment History

• 10/1991 → Present
  Peter Alexander & Co, Inc
  Conshohocken, PA
• 06/2015 → 03/2020
  Penn Mutual Life Insurance Co
  Horsham, PA
• 06/2015 → 02/2020
  Hornor Townsend & Kent Inc
  Horsham, PA

Previous Registrations

• 2015-06-09 → 2020-03-10
  Hornor, Townsend & Kent, Llc
  Conshohocken, PA
  Towson, MD
  Conshohocken, PA
• 1993-01-05 → 2015-06-17
  Peteralexander
  Conshohocken, PA
• 2012-07-12 → 2015-06-02
  Merion Wealth Partners, Llc
  Paoli, PA
  Conshohocken, PA
• 2010-06-15 → 2012-07-09
  Commonwealth Financial Network
  Conshohocken, PA
  Conshohocken, PA

Other Businesses

1) INSURANCE & INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: PETER ALEXANDER & COMPANY, INC. | POSITION HELD: PRESIDENT | ADDRESS: 15 UNION HILL ROAD, CONSHOHOCKEN, PA. 19428 | START DATE: 10/1/1991 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: LIFE, HEALTH, DISABILTY, PROPERTY & CASUALITY | WITH MULTIPLE CARRIERS. (2)BOARD MEMBER DBA NAME: ST. LUKE UNITED METHODIST; INVESTMENT RELATED: NO; ADDRESS: 568 MONTGOMERY AVE., BYRN MAWR, PA 19010; NATURE OF OBA: RELIGIOUS ORGANIZATION; POSITION, TITLE, RELATIONSHIP: CHAIRMAN FINANCE COMMITTEE; START DATE OF OBA: 06/2013; # HOURS/MONTH: 1-2 HRS/MONTHLY; # HOURS/MONTH DURING TRADING: 0 HRS/MONTHLY; DESCRIBE DUTIES: CHAIR COMMITTEE MEETINGS; FOLLOW UP ON BILLS BEING PAID BY THE CHURCH; THERE IS NO CHECK WRITING PRIVILEGES INVOLVED. 3) LANDLORD | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PROPRIETOR/OWNER- | ADDRESS: 144 ROCHELLE AVENUE, PHILADEPHIA, PA 19128 | START DATE: 1997-07-01 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER- | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 HOURS | DESCRIPTION OF DUTIES: HANDLE INQUIRIES FROM MANAGEMENT COMPANY. 4) PHILA. 21ST WARD REPUBLICAN COMMITTEEMAN | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: OTHER-REPUBLICAN COMMITTEEMAN | ADDRESS: 21ST WARD PHILA PA | START DATE: 2009-07-01 | NATURE OF ACTIVITY: OTHER-POLITICAL/CIVIC | APPROX HRS PER MTH: LESS THAN 10 HOURS | APPROX TRADING HRS PER MTH: LESS THAN 10 HOURS | DESCRIPTION OF DUTIES: REGISTERING VOTERS, RECRUITING OTHER COMMITTEE PEOPLE AND GETTING VOTERS TO THE POLLS. 5) CONTRIBUTING AUTHOR | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: AUTHOR | ADDRESS: 15 UNION HILL ROAD SUITE 150 CONSHOHOCKEN, PA 19428 | START DATE: 3/18/2019 | NATURE OF ACTIVITY: PUBLISHING | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: REP ADDING BRIEF BIO AND A CASE STUDY THAT TALKS ONLY ABOUT ESTATE PLANNING DESIGN AND NO MENTION OF ANY KIND OF PRODUCT. AND THERE WILL BE NO MENTION OF HTK OR PML. 6) SIMPSON SENIOR SERVICES | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: DIRECTOR | ADDRESS: 150 MONUMENT ROAD SUITE 105 BALA CYNWYD, PA 19004 | START DATE: 11/4/2019 | NATURE OF ACTIVITY:CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: MEMBER OF THE BOARD INVOLVED IN THE OVERVIEW OF | THE ORGANIZATION AND PARTICIPATE IN STRATEGIC DECISIONS. ADVISING ON REVENUE AND EXPENSE PROJECTIONS AND OFFERING INSIGHT ON THEIR INVESTMENT DECISIONS. I WILL HAVE NO SIGNATURE POWER, NOR WILL I BE INVOLVED IN ANY INVESTMENT IMPLEMENTATION.

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-04-17

Designations