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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-07 |
Branch Locations
161 Washington Street Floor 11, Suite 1111, Conshohocken, PA 19428 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Penn Mutual Life Insurance | Horsham | PA | 07/2016 | 12/2020 |
| Hornor Townsend & Kent Inc | Horsham | PA | 07/2016 | 12/2020 |
| Wealthcare Advisory Partners, Llc Dba The Millers Financial Grp | Downingtown | PA | 03/2021 | 07/2021 |
| Cwm, Llc Dba Carson Wealth | Omaha | NE | 07/2021 | 07/2023 |
| Carson Wealth | Downingtown | PA | 07/2021 | 07/2023 |
| Lincoln Financial Advisors | Collingswood | NJ | 07/2023 | 11/2023 |
| Unemployed | Lansdale | PA | 11/2023 | 02/2024 |
| Secure Retirement Strategies | Doylestown | PA | 02/2024 | 11/2024 |
| Hornor, Townsend, & Kent Llc | Wilmington | DE | 01/2025 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: COMPLETE FINANCIAL DESIGN | POSITION HELD: AGENT | ADDRESS: 161 WASHINGTON ST, 1ST FLR, SUITE 1111, CONSHOHICKEN, PA 19428 | START DATE: 01/06/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 600 | APPROX TRADING HRS PER MTH: 400 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 2) DAYS OF ZEN | INVESTMENT RELATED: NO | DBA NAME: DAYS OF ZEN | POSITION HELD: OWNER | ADDRESS: 771B BRIAN WAY, LANSDALE, PA 19446 | START DATE: 07/01/2016 | NATURE OF ACTIVITY: SPIRITUALITY RETAIL SERVICE | APPROX HRS PER MTH: 1 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: PHOTOGROPHER AND NON-FINANCIAL BLOGGER. 3) INSURANCE BROKERAGE | DBA:1847FINANCIAL | POSITION: AGENT | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 10 | SECURITIES TRADING HOURS: 5 | START DATE: 12/08/2025 | ADDRESS: 161 WASHINGTON ST., SUITE 1111, CONSHOHOCKEN PA 19428 | DESCRIPTION: CONDUCTING EDUCATIONAL SEMINARS, REVIEWING CLIENT GOALS, ANALYSIS OF CLIENT FINANCIAL DATA, PRESENTING RECOMMENDATIONS, ASSISTING WITH NEW BUSINESS PROCESSING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-17 |
| S65 | Uniform Investment Adviser Law Examination | 2013-12-27 |
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