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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-18 |
| MD | RA | APPROVED | 2026-06-17 |
| TX | RA | APPROVED | 2026-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cedar Point Federal Credit Union | Lexington | MD | 07/1993 | Present |
| Hornor, Townsend & Kent, Inc. | Towson | MD | 02/1998 | Present |
1) ESTABLISHED TO PROVIDE INSURANCE, BROKERAGE AND EDUCATIONAL SERVICES TO THEIR MEMBERSHIP | INVESTMENT RELATED: YES | DBA NAME: CEDAR POINT FINANCIAL SERVICES, INC., | POSITION HELD: OFFICER | ADDRESS: 22745 MAPLE ROAD, LEXINGTON PLACE, MD 20653, | START DATE: 12/1997 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS | DESCRIPTION OF DUTIES: PROVIDE INSURANCE SERVICES TO CREDIT UNION MEMBERS AND LOCAL COMMUNITY THROUGH THIRD PARTY RELATIONSHIP WITH PENN MUTUAL. 2) FEDERAL CREDIT UNION, | INVESTMENT RELATED: YES | DBA NAME: CEDAR POINT FEDERAL CREDIT UNION | POSITION HELD: OFFICER | ADDRESS: 22745 MAPLE ROAD, LEXINGTON PLACE, MD 20653, | START DATE: 07/1994 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS | DESCRIPTION OF DUTIES: PROVIDE INVESTMENT SERVICES TO CREDIT UNION MEMBERS THROUGH THIRD PARTY RELATIONSHIP WITH HTK/PENN MUTUAL. 3) BUSINESS EDUCATIONAL COMMUNITY ALLIANCE | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: OFFICER- | ADDRESS: LEONARDTOWN HIGH SCHOOL , LEONARDTOWN MD 20650 | START DATE: 2006-01-01 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION- | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 HOURS | DESCRIPTION OF DUTIES: INFORM STUDENTS ON SCHOLARSHIP FUNDING. 4) ACADEMY OF FINANCE (AOF) | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: DIRECTOR | ADDRESS: 25390 COLTON POINT RD, MORGANZA, MD 20660 | START DATE: 1/1/2011 | NATURE OF ACTIVITY: OTHER - EDUCATIONAL | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: THE REPSONSIBILITY OF THE PAC/BOARD IS TO ASSIST IN THE REVIEW OF STUDENT PROJECTS THROUGHOUT THE YEAR AND PROVIDING MENTORING SUPPORT. 5) INSURANCE & INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT | ADDRESS: 22745 MAPLE ROAD LEXINGTON PARK, MD 20653 | START DATE: 1/1/1998 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY IN ADDITION :SELLING OF NON-PENN MUTUAL LIFE, HEALTH AND LONG-TERM CARE INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-31 |
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