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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-05-20 |
| TX | RA | APPROVED | 2020-02-04 |
| PA | RA | APPROVED | 2007-07-19 |
Branch Locations
203 Exton Commons, Exton, PA 19341 • United States
1370 S Atherton St, State College, PA 16801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Ins. | Wilmington | DE | 02/1975 | Present |
| Hornor, Townsend & Kent, Inc. | Wilmington | DE | 06/1988 | Present |
1) INSURANCE BROKERAGE - DBA: KEYSTONE FINANCIAL GROUP, INVESTMENT-RELATED, 203 EXTON COMMONS EXTON PA 19341, INSURANCE SALES AND SERVICE, OWNER, START DATE: 01/10/1975, APPROXIMATE NUMBER OF HOURS/MONTH: MORE THAN 40, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: MORE THAN 40, DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2)RENTAL PROPERTIES, NOT INVESTMENT-RELATED, 305 EXTON COMMONS, EXTON, PA 19341-306 EXTON COMMONS, EXTON, PA 19341, COMMERCIAL AND RESIDENTIAL RENTAL PROPERTIES, OWNER, START DATE: 01/01/1977, APPROX. NUMBER OF HOURS/MONTH: LESS THAN 10, APPROX. NUMBER OF HOURS/MONTH DURING SECURITIES TRADING HOURS: LESS THAN 10, DUTIES: RECEIVING RENTAL INCOME FROM RENTAL MANAGERS NET OF EXPENSES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-11-12 |
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