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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-15 |
| PA | RA | APPROVED | 2023-12-19 |
Branch Locations
918 Maple St, Conshohocken, PA 19428 • United States
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New England Securities | Newtown Square | PA | 05/2000 | 09/2016 |
| Metlife Securities Inc. | Newtown | PA | 01/2015 | 09/2016 |
| Penn Mutual Life Insurance Co | Horsham | PA | 09/2016 | 05/2022 |
| Hornor Townsend & Kent Inc | Horsham | PA | 09/2016 | 05/2022 |
| Dfpg Investments, Llc. | Sandy | UT | 05/2022 | Present |
1) March FWD; Non-investment related; Pennsylvania; Insurance; Financial Representative; 05/2022; 50% during business hours; Sell fixed insurance, which includes fixed life insurance, fixed annuities, long-term care insurance, disability insurance and group life and health insurance. 2) BBCH Reality Partners, LLC; Property holding LLC of the building in which we work out of; Maintenance work; Member; 1% during business hours; 918 Maple St. Conshohocken, PA 19428.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-07 |
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