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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-11 |
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 |
|---|---|---|---|---|
| Anthony M. Cicitta Jr., Cpa, Pc | Montville | NJ | 08/2005 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 08/2011 | Present |
| Penn Mutual Life Ins Co | Horsham | PA | 08/2011 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: N/A | POSITION HELD: AGENT | ADDRESS: 30 VESEY ST, 9TH FL, NEW YORK, NY 10007 | START DATE: 08/01/2011 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: PROVIDING INSURANCE SALES AND SERVICES FOR MULTIPLE CARRIERS. 2) REGISTERED SALES ASSISTANT | INVESTMENT RELATED: YES | DBA NAME: CICITTA WEALTH MANAGEMENT LLC | POSITION HELD: EMPLOYEE | ADDRESS: 30 Vesey Street, 9th Floor, NY 10007, United States | START DATE: 3/28/2019 | NATURE OF ACTIVITY: FINANCIAL SERVICES | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: SALES ASSISTANT WORKING WITH MR. CICITTA WITH INVESTMENT AND INSURANCE CLIENT SERVICES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-03-24 |
| S65 | Uniform Investment Adviser Law Examination | 1999-09-07 |
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