John Calier Watson

Current Employers

Employment History

• 05/2007 → Present
  Hornor, Townsend & Kent, Inc.
  Horsham, PA
• 05/2007 → Present
  Penn Mutual Life Insurance
  Horsham, PA

Previous Registrations

• 1995-08-13 → 2007-05-15
  1717 Capital Management Company
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC

Other Businesses

1)EIGER FINANCIAL SERVICES, LLC, NOT INVESTMENT-RELATED, 3816A NORTH ELM STREET, GREENSBORO, NC 27455, FINANCIAL BROKERAGE, PRESIDENT, START DATE: 1985, APPROX. HOURS/MONTH: 4, APPROX TRADING HRS PER MTH: 4, DUTIES: RUN GOLF TOURNAMENTS AND MANAGE NON-VARIABLE BROKERAGE BUSINESS. 2)KATMAI PROPERTIES LLC, NOT INVESTMENT-RELATED, 3816A NORTH ELM STREET, GREENSBORO, NC 27455, REAL ESTATE INVESTMENT, MEMBER, START DATE, 01/03/06, APPROX. NUMBER OF HOURS/MONTH: 5 OR LESS, APPROX TRADING HRS PER MTH: 5 OR LESS, DUTIES: MANAGEMENT OF REAL ESTATE LEASE TO PENN MUTUAL. 3) FINSECA|POSITION: I am a member of Finseca (formerly AALU - The Association for Advanced Life Underwriting)600 13th Street NWSuite 550Washington, DC 200005I serve on various committees within the organization|NATURE: "Finseca unifies the Financial Services profession and raise our collective voices to advocate for effective public policy that advances financial security for all. Its advocacy agenda focuses on policy that support delivering more people a holistic financial plan that includes life insurance, retirement planning, and investments. It includes core tax treatment of life insurance and annuities, retirement policy, standards of conduct, preserving the entrepreneurial spirt of the profession and tackling the savings and liquidity crisis for American families. Finseca looks to educate policy makers about the profession and the value of personalized professional advice for helping Americans become more financially secure|INVESTMENT RELATED: No|HRs/MONTH: 10 SEC TRADING HOURS: 10 START DATE: 04/01/1992|ADDRESS: 600 13th Street NW, Suite 550, Washington DC | DESCRIPTION: I serve on various organization committees -Coli/Boli Working GroupEstate Tax Working GroupI regularly attend the annual meetingI attend organized operational meetings, as requested / called for during the year. 4) 221B ADVISORY SERVICES, LLC|INVESTMENT RELATED: YES|DBA: 221B ADVISORY SERVICES, LLC|POSITION HELD: PROPRIETOR/OWNER|ADDRESS: 3816-A NORTH ELM STREET GREENSBORO, NC 27455|START DATE: 10/1/99|NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE|HRS PER MTH: 26-40 HRS|TRADING HRS PER MTH: 26-40 HRS|DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY, INCLUDING LIFE SETTLEMENTS EFFECTIVE 07/08/08. 5) LAKE JEANETTE OFFICE PARK|INVESTMENT RELATED: NO|DBA: NA|POSITION HELD: PRESIDENT|ADDRESS: 1515 W. CORNWALLIS DRIVE, SUITE 204 GREENSBORO, NC 27408 | START DATE: 9/1/18 | NATURE OF ACTIVITY: PROPERTY MANAGEMENT|HRS PER MTH: LESS THAN 10|TRADING HRS PER MTH: LESS THAN 10|DESCRIPTION OF DUTIES: PRESIDE OVER BOARD OF DIRECTORS TO HELP MAKE DECISIONS ABOUT THE UPDATE KEEP AND BETTERMENT OF THE OFFICE PARK PROPERTY. 6) TRUSTEE 1993 ILIT|INVESTMENT RELATED: YES|DBA: |POSITION HELD: TRUSTEE|ADDRESS: JOHN C. WATSON, III, TRUSTEE 3816 N ELM STREET SUITE A GREENSBORO, NC 27455|START DATE: 10/29/93 | NATURE OF ACTIVITY: LIFE INSURANCE SERVICES|HRS PER MTH: LESS THAN 10|TRADING HRS PER MTH: LESS THAN 10|DESCRIPTION OF DUTIES: DUTIES AND RESPONSIBILITIES AS IDENTIFIED IN THE TRUST DOCUMENTS 7) INSURANCE BROKERAGE|INVESTMENT RELATED: YES|DBA: NAVIGON FINANCIAL GROUP, INC|POSITION HELD: AGENT|ADDRESS: 3816-A NORTH ELM STREET SUITE A GREENSBORO, NC 27455|START DATE: 11/29/22|NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE|HRS PER MTH: 10-25 HRS|TRADING HRS PER MTH: 10-25 HRS|DESCRIPTION OF DUTIES: SALES & SERVICE OF FIXED LIFE, ANNUITIES AND HEALTH RELATED PRODUCTS INLUDING PENN MUTUAL LIFE PRODUCTS 8) NATIONAL ADVISORY COUNCIL-PML & HTK|POSITION: BOARD MEMBER NATURE: FINANCIAL PROFESSIONAL ADVISORY COMMITTEE INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECU TRADING HOURS: 10|START DATE: 01/01/25|ADDRESS: 3816 NORTH ELM STREET, STE A, GREENSBORO NC 27455|DESCRIPTION: MEMBER OF COMMITTEE Participating in MEETINGS USING CONFERENCE CALLS WORKING WITH MEMBERS TO RESOLVE ISSUES and HELP DESIGN POLICIES AND PROCEDURES.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-04-04
• S63 Uniform Securities Agent State Law Examination
  1982-11-16

Designations