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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2012-05-08 |
Branch Locations
161 Washington Street Floor 11, Suite 1111, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor, Townsend & Kent, Inc | Horsham | PA | 04/2012 | Present |
| Penn Mutual Life Insurance Co | Horsham | PA | 04/2012 | Present |
1) INSURANCE BROKERAGE DBA 1847 FINANCIAL, INVESTMENT RELATED, 161 WASHINGTON STREET FLOOR 11, SUITE 1111, CONSHOHOCKEN, PA 19428, INSURANCE SALES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY, AGENT. START DATE: 4/02. # OF HRS/MO: 24/MO; # OF HRS/MO DURING TRADING: 24/MO. DUTIES: SALES AND SERVICE. 2)RETIREMENT PLAN CONSULTING AND INSURANCE BROKERAGE | DBA: 1847 WEALTH ADVOCATE | POSITION: AGENT | NATURE: RETIREMENT PLAN CONSULTING AND INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 100 | SECURITIES TRADING HOURS: 40 | START DATE: 04/25/2024 | ADDRESS: 161 WASHINGTON STREET, PA 19428, SUITE 1111, CONSHOHOCKEN PA 19428 | DESCRIPTION: RETIREMENT PLAN CONSULTING, EMPLOYEE EDUCATION, PERSONAL FINANCIAL PLANNING, INSURANCE BROKERAGE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-28 |
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