Marc J Bernstein

Current Employers

Employment History

• 01/2015 → 10/2022
  Penn Mutual Life Insurance Company
  Horsham, PA
• 01/2015 → 10/2022
  Hornor, Townsend & Kent, Inc
  Horsham, PA
• 10/2022 → Present
  Dfpg Investments, Llc
  Sandy, UT

Previous Registrations

• 2015-03-31 → 2022-10-27
  Hornor, Townsend & Kent, Llc
  Conshohocken, PA
  Towson, MD
  Conshohocken, PA
• 2010-10-29 → 2015-02-10
  Newsquare Capital, Llc
  Newtown Square, PA
• 2002-07-05 → 2015-01-08
  New England Securities
  Newtown Square, PA
  Newtown Square, PA
  Plymouth Meeting, PA
• 2012-07-20 → 2014-12-10
  Msi Financial Services, Inc.
  Plymouth Meeting, PA

Other Businesses

1) LAW PRACTICE | INVESTMENT RELATED: NO | DBA NAME: MARC J BERNSTEIN, ATTORNEY AT LAW | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 1500 BARDSEY DR, AMBLER, PA 19002 | START DATE: 1981 | NATURE OF ACTIVITY: ATTORNEY/LEGAL SERVICES | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS | DESCRIPTION OF DUTIES: OPENING & REFERRAL OF CIVIL LITIGATION & PERSONAL INJURY CASES. 2) TIFERET BET ISRAEL ENDOWMENT COMMITTEE | INVESTMENT RELATED - YES | DBA NAME: N/A | POSITION HELD: BOARD/COMMITTEE MEMBER | ADDRESS: 10 ADDRESS:1920 SKIPPACK PIKE, BLUE BELL, PA 19422 | START DT: 1/9/2013 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS | DESCRIPTION OF DUTIES: ENDOWMENT COMMITTEE FOR TAX EXEMPT RELIGIOUS INSTITUTION TITLE:BOARD MEMBER AND CO-SIGNOR ON ACCOUNTS. 3) AMERICAN TECHNION SOCIETY EASTERN SEABOARD REGION | INVESTMENT RELATED - NO | DBA NAME: N/A | POSITION HELD: DIRECTOR | ADDRESS: 55 East 59th Street, New York, NY. 10022 | START DT: 1/1/2015 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS | DESCRIPTION OF DUTIES: BOARD OF DIRECTORS. 4) AUTHOR | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PROPRIETOR/OWNER-AUTHOR | ADDRESS: 1500 BARDSEY DRIVE, AMBLER PA 19002 | START DATE: 2017-03-02 | NATURE OF ACTIVITY: RETAIL SALES- | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 HOURS | DESCRIPTION OF DUTIES: WRITING A BOOK WITH THE HELP OF FINANCIAL GHOST WRITER. 5) INSURANCE & INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: MARCH FORWARD | POSITION HELD: PARTNER | ADDRESS: 918 MAPLE ST, CONSHOHOCKEN, PA 19428 | START DATE: 3/1/2022 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY (FINANCIAL PLANNING, LIFE INSURANCE, INVESTMENTS, ANNUITIES, LTC, DI) 6) Fixed Insurance: investment related: no. Writing of various insurance contracts 1/2015 7) Founders' Forum Radio Show/Podcast. Non-investment related - Guest speaker

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-05-31

Designations

Other Names

• Marc Jay Bernstein