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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-03-18 |
Branch Locations
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 |
|---|---|---|---|---|
| New York Life Insurance Company | San Diego | CA | 09/2000 | 09/2022 |
| Principal Life Insurance Company | Lake Oswego | OR | 06/2023 | 03/2024 |
| Principal Securities Inc. | Lake Oswego | OR | 06/2023 | 03/2024 |
| New York Life | Los Angeles | CA | 09/2022 | 06/2023 |
| Hornor, Townsend & Kent, Llc | Horsham | PA | 03/2024 | Present |
NAME OF ACTIVITY INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: NA | POSITION HELD: AGENT | ADDRESS: 1936 NW YORKSHIRE BLVD, PORTLAND, OR 97229 | START DATE: 03/12/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 2 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: ADVISOR SUPPORT AND TRAINING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-03-06 |
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