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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-20 |
| OH | RA | APPROVED | 2005-02-01 |
Branch Locations
5636 Bridgetown Rd Suite H, Cincinnati, OH 45248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Cincinnati | OH | 02/2002 | Present |
| Penn Mutual Life Ins Co | Cincinnati | OH | 02/2002 | Present |
1) INSURANCE BROKERAGE | Investment Related: Yes | DBA Name: ALTENAU FINANCIAL SERVICES | Position Held: Agent | Address: 5636 BRIDGETOWN RD., STE. H, CINCINNATI, OH 45248 | Start Date: 01/2002 | Nature of Activity: Life Insurance Brokerage | Approx Hrs Per Mth: 10-25 Hrs | Approx Trading Hrs Per Mth: 10-25 Hrs | Description of Duties: LIFE INSURANCE SALES. 2) OFFICE CONDO OWNERSHIP | DBA: 5636 BRIDGETOWN LLC | POSITION: PARTNER | NATURE: RENTAL PROPERTY OWNER | INVESTMENT RELATED: NO | NUMBER OF HOURS: 1 | SECURITIES TRADING HOURS: 0 | START DATE: 06/01/2026 | ADDRESS: 5636 BRIDGETOWN ROAD, SUITE G, CINCINNATI OH 45248 | DESCRIPTION: PURCHASING OFFICE CONDO AS PART OF AN LLC ALONG WITH AN ACCOUNTING FIRM. THE OFFICE SPACE WILL BE RENTED TO THE ACCOUNTING FIRM, AND I WILL BE RENTING SPACE IN THE CONFERENCE ROOM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-28 |
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