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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-12-22 |
Branch Locations
381 Mansfield Av, Ste 400, Pittsburgh, PA 15220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Horsham | PA | 06/2016 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 01/2018 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 21ST CENTURY FINANCIAL | POSITION HELD: AGENT- | ADDRESS: 381 MANSFIELD AVE, STE 400, PITTSBURGH, PA 15220 | START DATE: 2018-01-11 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE- | APPROX HRS PER MTH: 101-140 HOURS | APPROX TRADING HRS PER MTH: 101-140 HOURS | DESCRIPTION OF DUTIES: SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO. 2) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: STRATEGIC FINANCIAL DESIGNS, LLC | POSITION HELD: AGENT- | ADDRESS: 381 MANSFIELD AVE, STE 400, PITTSBURGH, PA 15220 | START DATE: 2018-01-11 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE- | APPROX HRS PER MTH: 41-100 HOURS | APPROX TRADING HRS PER MTH: 41-100 HOURS | DESCRIPTION OF DUTIES: SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO; AND AS A MARKETING ASSOCIATE FOR THE DBA. 3) P&C INSURANCE BROKERAGE | INVESTMENT RELATED: NO | DBA NAME: STRATEGIC INSURANCE CONCEPTS, LLC | POSITION HELD: AGENT- | ADDRESS: 381 MANSFIELD AVE, STE 400, PITTSBURGH, PA 15220 | START DATE: 2017-01-01 | NATURE OF ACTIVITY: PROPERTY/CASUALTY INSURANCE- | APPROX HRS PER MTH: 10-25 HOURS | APPROX TRADING HRS PER MTH: 10-25 HOURS | DESCRIPTION OF DUTIES: SALES & SERVICE OF P&C AND COMMERCIAL LINES ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS ; AND SERVES AS CUSTOMER SERVICE REPRESENTATIVE FOR THE P&C AGENCY. 4) BNI (BUSINESS NETWORKING INTERNATIONAL) | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PRESIDENT | ADDRESS: 417 WALNUT STREET, SEWICKLEY, PA 15143 | START DATE: 5/21/2021 | NATURE OF ACTIVITY: NETWORKING GROUP | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: PRESIDENT DUTIES INCLUDE: PROVIDES LEADERSHIP & VISION LEAD THE MEETINGS ENSURES THE CHAPTER ACHIEVES ITS GOALS AND OVERSEES LEADERSHIP TEAM TO CARRY OUT ROLES EFFECTIVELY SELECT FUTURE PRESIDENT CONSULTATIONS WITH BNI DIRECTOR STARTING 10/01/2022. 5) CRAB HOLDINGS LLC | DBA: PGH BREAKS | POSITION: PARTNER | NATURE: SERVICE INDUSTRY - SALES OCCUR ONLINE ONLY | INVESTMENT RELATED: NO | NUMBER OF HOURS: 8 | SECURITIES TRADING HOURS: 0 | START DATE: 03/07/2024 | ADDRESS: 2119 HUNTINGTON CT S, WEXFORD PA 15090 | DESCRIPTION: SALES OCCUR ONLINE ONLY. BUY, SELL, AND/OR TRADE VARIOUS TRADING CARDS VIA ONLINE PLATFORMS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-24 |
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