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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phoenix Home Life | New York | NY | 04/1995 | Present |
| Hornor, Townsend & Kent, Inc. | New York | NY | 12/1998 | Present |
1) INSURANCE BROKERAGE - | INVESTMENT RELATED: YES | DBA NAME: EMPIRE WEALTH STRATEGIES | POSITION HELD: AGENT | ADDRESS: 30 VESEY ST, 9TH FL, NEW YORK, NY 10007 AND 214 CEDAR AVENUE, ALLENHURST, NJ 07711, | START DATE: 04/24/12 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: LIFE, ESTATE AND BUSINESS CONSULTANT, ACCIDENT, HEALTH, DISABILITY, AND LONG-TERM CARE INSURANCE SALES AND SERVICES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY INCLUDING LIFE SETTLEMENTS EFFECTIVE 05/02/2007. 2) INSURANCE BROKERAGE VIGNONEENTERPRISES.COM | INVESTMENT RELATED - YES | DBA NAME: VIGNONEENTERPRISES.COM | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 30 VESEY ST, 9TH FL, NEW YORK, NY 10007 | START DT: 7/1/2016 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 3) LITERARY AGENT | INVESTMENT RELATED - NO | DBA NAME: N/A | POSITION HELD: AGENT | ADDRESS: 214 CEDAR AVE., ALLENHURST, NJ 07711 | START DT: 8/1/2016 | NATURE OF ACTIVITY: OTHER AGENT | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS | DESCRIPTION OF DUTIES: SEEKING A PUBLISHER. 4) LIFE AND HEALTH INSURANCE | INVESTMENT RELATED: YES | DBA NAME: GABER GROUP | POSITION HELD: CONSULTING ESTATE PLANNING AGENT | ADDRESS: 30 VESEY ST, 9TH FL, NEW YORK, NY 10007 | START DATE: 6/19/2019 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | 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 : ALSO CONSULT WITH FIRM ON BUSNESS AND ESTATE PLANNING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1989-08-07 |
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