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150 Broadhollow Road Suite 209, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-06 |
Branch Locations
150 Broadhollow Road Suite 209, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coordinated Planning Group | Melville | NY | 12/2007 | Present |
| Hornor, Townsend & Kent, Inc | Horsham | PA | 02/2014 | Present |
| Penn Mutual Life Insurance Company | Horsham | PA | 01/2014 | Present |
| Coordinated Planning Group, Inc | Melville | NY | 02/2008 | Present |
| Coordinated Planning Group, Inc. | Melville | NY | 01/2015 | Present |
INSURANCE BROKERAGE DBA COORDINATED PLANNING GROUP, INC, INVESTMENT RELATED, 150 BRADHOLLOW RD, STE 209, MELVILLE, NY 11747. NATURE OF OBA: LIFE INSURANCE SALES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE. POSITION, TITLE, RELATIONSHIP: PROPRIETOR/OWNER/PRESIDENT. START DATE: 03/1999. # HOURS/MONTH: MORE THAN 140 HRS/MONTH; # HOURS/MONTH DURING TRADING: MORE THAN 140 HRS/MONTH. DUTIES: SALES & SERVICE OF LIFE, ACCIDENT, HEALTH/DI, INSURANCE & ANNUITY CLIENT ACCOUNTS. Sales of Life Insurance as a broker
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-07-18 |
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