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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-18 |
| TX | RA | APPROVED | 2025-02-25 |
| IN | RA | APPROVED | 2023-11-01 |
Branch Locations
25416 County Road 6 Suite 102, Elkhart, IN 46514 • United States
161 Washington St Suite 1111, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Income Management | Warrenville | IL | 05/2013 | 10/2023 |
| Hornor Townsend & Kent, Llc | Horsham | PA | 09/2023 | Present |
| Penn Mutual Life Insurance Company | Horsham | PA | 10/2011 | Present |
1) NAME OF ACTIVITY INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: GLOBAL FINANCIAL GROUP | POSITION HELD: AGENT | ADDRESS: 25416 COUNTY ROAD 6, SUITE 102, ELKHART, IN 46514 | START DATE: 10/02/2023 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 160 | APPROX TRADING HRS PER MTH: 160 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2) NAME OF ACTIVITY RENTAL PROPERTIES | INVESTMENT RELATED: NO | DBA NAME: NA | POSITION HELD: AGENT | ADDRESS: 1622 EVERGREEN PLACE, ELKHART, IN 46514 | START DATE: 10/02/2023 | NATURE OF ACTIVITY: RESIDENTIAL RENTAL | APPROX HRS PER MTH: 1 | APPROX TRADING HRS PER MTH: 1 | DESCRIPTION OF DUTIES: WORKING WITH PROPERTY MANAGERS IN CONSIDERATION OF NEW TENANTS ALSO APPROVE REPAIRS COST.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-19 |
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