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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2004-04-28 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual | Horsham | PA | 04/2004 | Present |
| Hornor, Townsend & Kent, Inc. | Horsham | PA | 04/2004 | Present |
1) INSURANCE BROKERAGE | Investment Related: Yes | DBA Name: FINANCIAL SOLUTION SERVICES | Position Held: Partner | Address: 113 JUSTABOUT RD VENETIA, PA 15367 | Start Date: 01/01/2004 | Nature of Activity: Life Insurance Brokerage | Approx Hrs Per Mth: 10-25 Hrs | Approx Trading Hrs Per Mth: 10-25 Hrs | Description of Duties: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2) INSURANCE & INVESTMENT | INVESTMENT RELATED: YES | DBA NAME: EC WEALTH DESIGN | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 113 JUSTABOUT RD VENETIA, PA 15367 | START DATE: 3/12/2021 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS |DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE (INCLUDING INVESTMENTS, INVESTMENT ADVISORY, FINANCIAL PLANNING, LIFE INSURANCE BROKERAGE, DISABILITY, FIXED AND VARIABLE INSURANCE, LONG TERM CARE INSURANCE) FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-21 |
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