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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-26 |
| OK | RA | APPROVED | 2013-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 05/2012 | Present |
| Penn Mutual Life Ins Co | Horsham | PA | 05/2012 | Present |
1) FIXED LIFE INSURANCE SALES DBA: Higginbotham Financial POSITION: Agent NATURE: Life Insurance brokerage INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 6 START DATE: 09/01/2023 ADDRESS: 1601 NW Expressway, Ste. 1900, Oklahoma City OK 73118, United States DESCRIPTION: Assisting Property Casualty Agents in sale of fixed life Insurance 2) INSURANCE DBA: Legacy Planning Service | POSITION: Proprietor/Owner | NATURE: Life Insurance brokerage | INVESTMENT RELATED: Yes | NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 120 START DATE: 01/20/2026 | ADDRESS: 8410 S Western Rd Perkins OK 74059, Perkins OK 74059 | DESCRIPTION: Normal Advisor duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-19 |
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