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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-04-17 |
Branch Locations
300 Mt. Lebanon Boulevard Suite 224, Pittsburgh, PA 15234 • United States
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 |
|---|---|---|---|---|
| Property And Casualty Insurance Agency | Pittsburgh | PA | 03/2005 | Present |
| Verrico Agency | Pittsburgh | PA | 03/2005 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 08/2010 | 04/2017 |
| Penn Mutual Life Insurance Co | Horsham | PA | 08/2010 | 04/2017 |
| Ohio National Financial Services | Cincinnati | OH | 04/2017 | Present |
1) INSURANCE BROKERAGE | Investment Related: Yes | DBA Name: 21ST CENTURY FINANCIAL, I | Position Held: Agent | Address: 300 MT. LEGBANON BLVD., PITTSBURGH, PA 15234, | Start Date: 08/18/2010 | Nature of Activity: Multi-Line Insurance Brokerage | Approx Hrs Per Mth: 101-140 Hrs | Approx Trading Hrs Per Mth: 101-140 Hrs | Description of Duties: SALE OF LIFE, DISABILITY, MEDICAL, LTC AND ANNUITY INSURANCE PRODUCTS. 2) INSURANCE BROKERAGE | Investment Related: Yes | DBA Name: VERRICO INSURANCE AGENCY, | Position Held: Agent | Address: 339 OLD HAYMAKER ROAD, MONROEVILLE, PA 15146, | Start Date: 01/01/2013 | Nature of Activity: Property/Casualty Insurance | Approx Hrs Per Mth: 10-25 Hrs | Approx Trading Hrs Per Mth: Less Than 10 Hrs | Description of Duties: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS/SALE OF HOMEOWNER AND AUTOMOBILE INSURANCE. 3) INSURANCE BROKERAGE | Investment Related: Yes | DBA Name: JAMES L. SMITH INSURANCE AGENCY, | Position Held: Agent | Address: 304 COCHRAN ROAD, PITTSBURGH, PA 15228, | Start Date: 01/01/2013 | Nature of Activity: Property/Casualty Insurance | Approx Hrs Per Mth: 10-25 Hrs | Approx Trading Hrs Per Mth: Less Than 10 Hrs | Description of Duties: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS/PROP/CASUALTY INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-03-14 |
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