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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2011-02-11 |
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 |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 07/2010 | Present |
| Penn Mutual Life Ins Co | Horsham | PA | 07/2010 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: PRIMARY FINANCIAL | POSITION HELD: AGENT | ADDRESS: 100 CORPORATE DRIVE SUITE 103, LEBANON, NJ 08833| START DATE: 07/09/2010 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: LIFE INSURANCE AND ANNUITY SALES. 2)NATURE: LIFE INSURANCE BROKERAGE | DBA: STONE HILL FINANCIAL | POSITION: AGENT | INVESTMENT RELATED: YES | NUMBER OF HOURS: 40 | SECURITIES TRADING HOURS: 40 | START DATE: 05/01/2024 | ADDRESS: 100 CORPORATE DRIVE SUITE 103, LEBANON, NJ 08833 | DESCRIPTION: LIFE INSURANCE SALES, DISABILITY, THIRD PARTY MANAGED INVESTMENTS AND 401LK PENSION PLANS AND INVESTMENTS AND ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-06-25 |
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