JP
Joseph P. Pilla
HORNOR, TOWNSEND & KENT
Beachwood, OH 44122
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CRD#: 4307776
JP
Professional summary
Joseph Peter Pilla is a registered financial advisor currently at HORNOR, TOWNSEND & KENT, LLC located in Beachwood, Ohio.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Joseph has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)INS BROKERAGE|DBA:21ST CENTURY FINANCIAL|INVESTMENT RELATED:Y|25201 CHAGRIN BLVD STE 370,BEACHWOOD,OH 44122|NATURE: INS BROKERAGE|POS:AGENT|ST DATE:10/2013|# HOURS/MONTH:120|# TRADEHOURS:120|DUTIES: SALES & SERVICE OF LIFE, HEALTH/DI, LTC AND ANNUITY ACCOUNTS.(2)HILLCREST LOCAL LONG HOUSE, INC|DBA:HILLCREST LOCAL LONG HOUSE, INC|NOT INVESTMENT RELATED|ADDRESS N/A|NATURE: FATHER/DAUGHTER/SON CAMPING ASSOCIATION/CLUB|POS:MEMBER OF BOARD OF DIRECTORS/TREASURER|ST DATE: JULY 2011|# HOURS/MONTH:5|# TRADEHOURS:5|DUTIES:TREASURER DISBURSE OF CHECKS FOR EXPENSES FOR THE CLUB'S CAMPING AND OTHER ACTIVITIES.(3) RENTAL PROPERTY| OWNER|DBA:N/A|25101 B & M PROPERTIES LL|NOT INVESTMENT RELATED|1192 FORD RD, LYNDHURST, OH 44124|NATURE: RENTAL PROPERTY OWNER/PARTNER. POS: PARTNER/OWNER|ST DATE: 10/2000|# HOURS/MONTH:15|# TRADEHOURS:15|DUTIES: REVIEW WITH PARTNERS CURRENT PROPERTY ACTIVITIES & POTENTIAL NEW PURCHASES.(4) REAL ESTATE CONSULTING GRP DBA JENNINGS & PILLA REAL ESTATE CONSULTING GROUP, NOT INVESTMENT RELATED, 23425 COMMERCE PARK DR, STE 103, CLEVELAND, OH 44122. NATURE: ASSESS VALUATIONS OF COMMERCIAL PROPERTIES ASSESSMENTS. POS: PARTNER. ST DATE: 5/21/08. # HOURS/MONTH: 25 HRS/MONTH; # TRADEHOURS: 25 HRS/MONTH. DUTIES: HIGH LEVEL REVIEW OF BUILDING/PROPERTY INFORMATION TO DETERMINE IF PROPERTY IS OVER ASSESSMENT; MANAGE RELATIONSHIPS AND NEW CLIENTS TO GROW THE BUSINESS.(5) INS BROKERAGE DBA JOSEPH P. PILLA, LLC, NOT INVESTMENT RELATED, 1192 FORD RD., LYNDHURST, OH 44124. NATURE: GROUP HEALTH & GROUP BENEFITS INSURANCE SALES FOR MULTIPLE CARRIERS. POS: PROPRIETOR/OWNER. ST DATE: 3/2004. # HOURS/MONTH: 25-30 HRS / MONTH; # TRADEHOURS: 25-30. DUTIES: SALES & SERVICE FOR GROUP HEALTH & BENEFITS CLIENTS.(6) LAW OFFICE - DBA: SIEGEL JENNINGS CO., LPA, NOT INVESTMENT-RELATED, 23425 COMMERCE PARK DR, STE. 103, BEACHWOOD, OH 44122, LAW FIRM THAT SPECIALIZES IN THE IDENTIFICATION OF POTENTIAL REAL ESTATE PROPERTY OVER-ASSESSMENT OF PROPERTY TAXES, EMPLOYEE, ST DATE: 07/01/08, HOURS/MONTH:10-25, TRADEHOURS: 10-25, DUTIES: LIAISON DOING ANALYSIS, RELATIONSHIP MANAGEMENT, ADDING NEW BUSINESS & MONITORING OF CLIENT PROPERTIES & TAXES IN MULTIPLE JURISDICTIONS.(7) CLUB MOLISANI CHARITIES|INVESTMENT RELATED: NO|DBA NAME: |POS HELD: BOARD MEMBER | ADDRESS: 29101 EUCLID AVE. WICKLIFFE, OHIO 44092|ST DATE: 1/1/19|NATURE: CHARITY/RELIGIOUS/FOUNDATION | HRS PER MTH: LESS THAN 10 |APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: BOARD OF TRUSTEE MEMBER, MONTHLY MEETINGS REVIEWED DAY TO DAY OPERATIONS, MONTHLY EXPENDITURES FOR REPAIRS.(8) INSURANCE BROKERAGE | INVESTMENT RELATED: NO | DBA NAME: PT INSURANCE AGENCY LLC | POSITION HELD: PRESIDENT/PARTNER | ADDRESS: 1192 FORD RD. LYNDHURST OHIO 44124 | START DATE: 11/12/19 | NATURE OF ACTIVITY: PROPERTY/CASUALTY INSURANCE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE OF PROPERTY & CASUALTY PRODUCTS.(9)ACCOUNTING & TAX SERVICES | INVESTMENT RELATED: NO | DBA NAME: DCGP LLC | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 1192 FORD RD. LYNDHURST OHIO 44124 | START DATE: 9/1/22 | NATURE OF ACTIVITY:CPA /TAX PREP | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: PROVIDE ACCOUNTING & TAX SERVICES TO INDIVIDUAL AND BUSINESSES.(10) INSURANCE BROKERAGE|DBA:1847FINANCIAL|INVESTMENT RELATED-Y|25201 CHAGRIN BLVD SUITE 370, BEACHWOOD, OH 44122|NATURE OF OBA: INSURANCE BROKERAGE|POSITION:AGENT|START DATE: 01/01/2024|# HOURS: 120|# HOURSDURING TRADING:120|DUTIES: SALES & SERVICE OF LIFE, HEALTH /DI, LTC AND ANNUITY ACCOUNTS.(11)JEWELRY BUSINESS |POSITION: PARTNER | NATURE: RETAIL SALES | INVESTMENT RELATED: NO | NUMBER OF HOURS: 20 | SECURITIES TRADING HOURS: 10 | START DATE: 05/15/2025 | ADDRESS: 3970 EVERHARD RD NW, CANTON OH 44709 | DESCRIPTION: I WILL BE INVOLVED IN THE ACCOUNTING FOR THE BUSINESS.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Peter Pilla's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Joseph Peter Pilla's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 23, 2013 - Present
HORNOR, TOWNSEND & KENT, LLC
Office #1: 25201 Chagrin Blvd Suite 370, Beachwood, OH 44122RIA
BD
CRD#: 4031
Beachwood, OH
Current
October 14, 2013 - Present
HORNOR, TOWNSEND & KENT, LLC
Office #1: 25201 Chagrin Blvd Suite 370, Beachwood, OH 44122RIA
BD
CRD#: 4031
Beachwood, OH
Past
June 27, 2002 - October 21, 2013
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
BEACHWOOD, OH
Past
March 4, 2002 - October 21, 2013
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
BEACHWOOD, OH
Past
December 20, 2000 - February 26, 2002
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC
CRD#: 4031 / SEC#: 801-56151, 8-14715
RIA
Registered Investment Advisory firm - SEC (2/25/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(10/6/2020)
IAR
Florida(9/3/2024)
RR
Maryland(4/21/2022)
RR
Ohio(10/14/2013)
IAR
Ohio(10/23/2013)
RR
Pennsylvania(10/8/2020)
RR
Texas(1/9/2015)
IAR
Texas(4/29/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC
CRD#: 4031 / SEC#: 801-56151, 8-14715
RIA
Registered Investment Advisory firm - SEC (2/25/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
161 Washington Street Suite 1111, Conshohocken, PA 19428
Mailing Address
161 Washington Street Suite 1111, Conshohocken, PA 19428
Phone number
(215) 957-7300
Established
Delaware since 09/09/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
442
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| 1847 FINANCIAL LLC | SHAREHOLDER | |
| GUNZENHAUSER, RADFORD MICHAEL | FINOP | 7253452 |
| HUCKERBY, KEITH GORDON | MANAGER | 2641591 |
| MASON, ANN-MARIE | CHIEF LEGAL OFFICER AND SECRETARY | 7145020 |
| MULLER, NIKI LEE | PRINCIPAL OPERATIONS OFFICER | 7364066 |
| NAGENGAST, HEATHER JILL | PRESIDENT, MANAGER | 5300554 |
| O'MALLEY, DAVID MICHAEL | CHAIRMAN AND MANAGER | 4468593 |
| ROBINSON, VICTORIA MARIE | CHIEF COMPLIANCE OFFICER, MANAGER | 4556827 |
| WYANT, JUSTIN | MANAGER | 8146157 |
Regulatory assets under management
| Total Number of Accounts | 31,522 |
| AUM (Assets Under Management) | $ 7,753,847,039 |
Disclosures
| Regulatory Event | 11 |
| Arbitration | 6 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
