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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2010-05-13 |
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 |
|---|---|---|---|---|
| Hornor, Townsend & Kent, Inc. | Burlingame | CA | 11/1998 | Present |
| Penn Mutual Life Insurance Co | Horsham | PA | 11/1998 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: INTEGRATED FINANCIAL BENEFITS NETWORK | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 7539 EIGLEBERRY STREET GILROY, CA 95020 | START DATE: 11/1/1998 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE LIFE, HEALTH, DISABILITY AND LTC | 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. 2) RENTAL | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PROPRIETOR/OWNER- | ADDRESS: 7539 EIGLEBERRY STREET GILROY, CA 95020 | START DATE: 2015-01-02 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER- | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 HOURS | DESCRIPTION OF DUTIES: COLLECT RENTS. 3) GAVILAN COLLEGE, GILROY CA 95020 | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: BOARD MEMBER |ADDRESS: GAVILAN COLLEGE5055 5055 SANTA TERESA BLVD, GILROY, CA 95020 | START DATE: 9/26/2019 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH:LESS THAN 10 | DESCRIPTION OF DUTIES: ATTEND BOARD DIRECTOR MEETINGS AND SPECIAL EVENTS. 4) GILROY DOWNTOWN BUSINESS ASSOCIATION | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: DIRECTOR |ADDRESS: 7780 MONTEREY STREET, GILROY CA 95020 | START DATE: 10/8/2019 | NATURE OF ACTIVITY: COMMUNITY SERVICE | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: ASSIST THE DOWNTOWN BUSINESS OWNERS ALSO WORKING WITH THE CITY TO MAKE GILROY MORE ATTRACTIVE TO RESIDENCE AND VISITORS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-12-09 |
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