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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-26 |
| TX | RA | APPROVED_RES | 2026-02-22 |
| OK | RA | APPROVED | 2026-02-11 |
Branch Locations
12352 Market Dr Suite 103, Oklahoma City, OK 73114 • United States
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 |
|---|---|---|---|---|
| Signator Investors Inc | Dallas | TX | 07/2008 | 11/2018 |
| Royal Alliance Associates, Inc. | Oklahoma City | OK | 11/2018 | 08/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2020 | 11/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2020 | 11/2025 |
| Hornor, Townsend & Kent, Llc | Wilmington | DE | 02/2026 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: LEGACY PLANNING SERVICE | POSITION HELD: AGENT | ADDRESS: 12352 MARKET DRIVE, SUITE 103, OKLAHOMA CITY, OK 73114 | START DATE: 02/02/2026 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 40 | APPROX TRADING HRS PER MTH: 20 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS & SECURITIES SALES 2) NAME OF ACTIVITY CO-TRUSTEE OF THE ELIZABETH R GARRETT REVOCABLE TRUST | INVESTMENT RELATED: YES | DBA NAME: NA | POSITION HELD: CO-TRUSTEE | ADDRESS: 1530 W BRITTON RD, OKLAHOMA CITY, OK 73120 | START DATE: 09/2023 | NATURE OF ACTIVITY: PERSONAL TRUST TO MANAGE ASSETS AND PAY EXPENSES | APPROX HRS PER MTH: 20 | APPROX TRADING HRS PER MTH: 5 | DESCRIPTION OF DUTIES: ADMINISTERING TRUST FOR MOTHER; PAYING BILLS, REVIEWING STATEMENTS, DAY TO DAY ACTIVITIES AS NEEDED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-07-09 |
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