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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wd Creative Solutions, Inc. | Englewood | FL | 01/2010 | 11/2020 |
| Unemployed | Englewood | FL | 11/2020 | 01/2021 |
| Rowley Insurance Agency, Inc. | Englewood | FL | 01/2021 | Present |
| Penn Mutual Life Insurance Company | Wilmington | DE | 05/2021 | Present |
| Bcd Financial, Llc | Englewood | FL | 02/2021 | Present |
| Hornor, Townsend, & Kent Llc | Wilmington | DE | 01/2025 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: ROWLEY INSURANCE AGENCY, INC DBA ROWLEY FINANCIAL SERVICES | POSITION HELD: AGENT | ADDRESS: 250 WEST DEARBORN ST, ENGLEWOOD, FL 34223 | START DATE: 05/04/2021 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 120 | APPROX TRADING HRS PER MTH: 120 | DESCRIPTION OF DUTIES: P&C INSURANCE, LIFE & HEALTH INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 2)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 250 WEST DEARBORN ST, ENGLEWOOD, FL 34223 | START DATE: 01/02/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 20 | APPROX TRADING HRS PER MTH: 20 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 3) BCD FINANCIAL, LLC | INVESTMENT RELATED: NO | DBA NAME: BCD FINANCIAL, LLC | POSITION HELD: OWNER | ADDRESS: 41 GRAND PALMS BLVD, ENGLEWOOD, FL 34223 | START DATE: 02/15/2021 | NATURE OF ACTIVITY ENTITY FOR INCOME MANAGEMENT | APPROX HRS PER MTH: 20 | APPROX TRADING HRS PER MTH: 20 | DESCRIPTION OF DUTIES: ESTABLISHED ENTITY TO CONSOLIDATE AND MANAGE 1099 INCOME. 4) REAL ESTATE|POSITION: Agent NATURE: Real Estate Sales INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/04/2021|ADDRESS: 41 Grand Palms Blvd, Englewood FL 34223, 41 Grand Palms Blvd, ENGLEWOOD FL 34223|DESCRIPTION: I have my Real Estate license that is parked with a local Broker. I do not actively participate in real estate but have the ability to refer business and receive commissions if my referral closes a deal. 5) POWER OF ATTORNEY | POSITION: Power of Attorney for relative | NATURE: Power Of Attorney for relative | INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/12/2025 | ADDRESS: 41 Grand Palms Blvd, Englewood FL 34223 |DESCRIPTION: Authorized to act on behalf of Kathleen R Langes for all financial transactions 6) BOCA ROYALE CARES, INC. | POSITION: Director | NATURE: Non-profit Organization | INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/30/2026 | ADDRESS: 250 W Dearborn St, Englewood FL 34223 | DESCRIPTION: Treasurer responsible for all financial aspects of the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-09 |
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