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Hornor, Townsend & Kent, LLC CRD 4031
$9.01B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Matters With Ken Moraif | Plano | TX | 05/2016 | 11/2016 |
| Mccurry Insurance Agency Llc | Plano | TX | 03/2007 | Present |
| Ohio National Financial Services | Cincinnati | OH | 08/2017 | 12/2019 |
| The O.N. Equity Sales Company | Cincinnati | OH | 08/2017 | 12/2019 |
| Penn Mutual Life Ins Co | Horsham | PA | 02/2019 | Present |
| Hornor Townsend & Kent Llc | Horsham | PA | 01/2020 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: MCCURRY INSURANCE AGENCY, LLC | POSITION HELD:PROPRIETOR/OWNER | ADDRESS: 4536 LONE GROVE LANE, PLANO, TX 75093 | START DATE: 1/1/2002 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS |DESCRIPTION OF DUTIES: SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO.; AND P&C, COMMERCIAL LINES.ADVISORS PROVIDE CLIENTS FINANCIAL PLANNING SERVICES AND OTHER INVESTMENT ADVISORY SERVICES AND INVESTMENT PRODUCTS THROUGH HORNOR, TOWNSEND & KENT, LLC, A REGISTERED INVESTMENT ADVISOR AND FINRA MEMBER FIRM.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-14 |
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