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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-20 |
Branch Locations
5718 Westheimer Rd Suite 920, Houston, TX 77057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paychex, Inc. | Houston | TX | 07/2016 | 05/2017 |
| Paychex Securities Corporation | Houston | TX | 07/2016 | 05/2017 |
| Ascensus, Inc. | Dresher | PA | 05/2017 | 10/2018 |
| Ascensus Financial Services, Llc | Dresher | PA | 05/2017 | 10/2018 |
| Ascensus Broker Dealer Services, Llc | Newton | MA | 10/2018 | 11/2018 |
| Callaway Financial Services Inc | Sugar Land | TX | 10/2020 | 03/2021 |
| Unemlpoyed | Houston | TX | 11/2018 | 08/2019 |
| World Financial Group | Houston | TX | 08/2019 | 03/2020 |
| Silver Star Financial Group | Houston | TX | 03/2020 | Present |
| Mdx Wealth Management | Sugarland | TX | 11/2020 | 03/2021 |
| Huckin Financial Group, Inc. | Houston | TX | 03/2021 | 11/2021 |
| Saxon Financial Group | Houston | TX | 11/2021 | 07/2022 |
| Calderwood Financial Strategies | Houston | TX | 01/2023 | 01/2024 |
| Penn Mutual Life Insurance Company | Horsham | PA | 01/2023 | Present |
| Hornor, Townsend & Kent, Llc | Horsham | PA | 03/2024 | Present |
NAME OF ACTIVITY INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL-HOUSTON | POSITION HELD: AGENT | ADDRESS: 5718 WESTHEIMER RD, SUITE 920, HOUSTON, TX 77057, HOUSTON, TX 77056 | START DATE: 03/05/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 20 | APPROX TRADING HRS PER MTH: 80 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-28 |
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