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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-05-18 |
Branch Locations
2100 Ponce Deleon Blvd Suite 901, Coral Gables, FL 33134 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Unemployed | Coral Gables | FL | 10/1997 | Present |
| Hornor, Townsend & Kent, Inc. | Coral Gables | FL | 01/1998 | Present |
1) INSURANCE BROKERAGE | Investment Related: Yes | DBA Name: FINKLE FINANCIAL PLANNING | Position Held: Agent | Address: 2100 PONCE DELEON BLVD. STE. 901, CORAL GABLES, FL 33134 | Start Date: 11/01/2011 | Nature of Activity: Multi-Line Insurance Brokerage | Approx Hrs Per Mth: Less than 10 Hrs | Approx Trading Hrs Per Mth: Less than 10 Hrs | Description of Duties: SALES AND SERVICES OF LIFE, HEALTH AND DISABILITY INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-10-18 |
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