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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-03 |
| PA | RA | APPROVED | 2016-03-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frey & Co. | Walnutport | PA | 05/1999 | Present |
| Penn Mutual Life Insurance Company | Horsham | PA | 01/2015 | Present |
| Hornor, Townsend & Kent, Inc | Horsham | PA | 01/2015 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 121 N BEST AVE, STE #2, WALNUTPORT, PA 18088 | START DATE: 12/2014 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE | APPROX HRS PER MTH: 25-40 | APPROX TRADING HRS PER MTH: 25-40 HRS | DESCRIPTION OF DUTIES: SALES AND SERVICE OF LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY CLIENT ACCOUNTS. 2) ACCOUTING FIRM | INVESTMENT RELATED: NO | DBA NAME: FREY & CO. CPA'S | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 121 N BEST AVE, STE #2, WALNUTPORT, PA 18088 | START DATE: 05/1999 | NATURE OF ACTIVITY: CPA/ACCOUNTING SERVICES | APPROX HRS PER MTH: 101-140 HRS | APPROX TRADING HRS PER MTH: 101-140 HRS | DESCRIPTION OF DUTIES: FULL ACCOUNTING / CPA SERVICES FOR CLIENTS. 3) WALNUTPORT PROFESSIONAL OFFICES LLC; INVESTMENT RELATED: NO; START DATE OF ACTIVITY: 7/7/08; DBA: WALNUTPORT PROFESSIONAL OFFICES LLC; NATURE OF BUSINESS: RENTAL PROPERTIES; TITLE: PROPRIETER/OWNER; NUMBER OF HOURS/MONTH: LESS THAN 10; NUMBER OF HOURS DURING TRADING TIMES: LESS THAN 10; ADDRESS: 330 AND 316 N BEST AVE WALNUTPORT, PA 18088; DESC: OWNER OF 2 RENTAL PROPERTIES (LLC). 4) 111 N BEST AVE; INVESTMENT RELATED: NO; START DATE OF ACTIVITY: 03/04/2003; DBA: N.A; NATURE OF BUSINESS: RENTAL PROPERTY; TITLE: PROPRIETER/OWNER; NUMBER OF HOURS/MONTH: LESS THAN 10; NUMBER OF HOURS DURING TRADING TIMES: LESS THAN 10; ADDRESS: 111 N BEST AVENUE WALNUTPORT, PA 18088; DESC: OWNER OF A RENTAL PROPERTY. 5) TREASURER FOR JUDITH ADELE AGENTIS | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: BOARD MEMBER/TRUSTEE | ADDRESS: 131 MORELAND AVE BETHLEHEM PA 18017 | START DATE: 8/15/2013 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: BOARD OF DIRECTOR/CHARITY. TREASURER WITH CHECK SIGNING AUTHORITY ATTENDING MEETINGS. 6) PENNSYLVANIA MUSIC PRESERVATION SOCIETY | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: OFFICER | ADDRESS: 25 S 15TH ST ALLENTOWN, PA 18102 | START DATE: 7/6/2021 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: TREASURER ATTEND MEETINGS. 7) RENTAL PROPERTY | POSITION: PROPRIETOR/OWNER | NATURE: RENTAL PROPERTY OWNER | INVESTMENT RELATED: NO | NUMBER OF HOURS: 1 | SECURITIES TRADING HOURS: 0 | START DATE: 01/31/2026 | ADDRESS: 403 N BEST AVE, WALNUTPORT PA 18088 | DESCRIPTION: RENTAL PROPERTY OWNER. 8) RENTAL PROPERTY | POSITION: PROPRIETOR/OWNER | NATURE: RENTAL PROPERTY OWNER | INVESTMENT RELATED: NO | NUMBER OF HOURS: 1 | SECURITIES TRADING HOURS: 0 | START DATE: 01/31/2026 | ADDRESS: 966 RIVERVIEW DR, WALNUTPORT PA 18088 | DESCRIPTION: RENTAL PROPERTY OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-23 |
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