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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2013-03-27 |
Branch Locations
161 Washington Street Floor 11, Suite 1111, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Horsham | PA | 01/2012 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 01/2012 | Present |
1)INSURANCE BROKERAGE: DBA: 1847 FINANCIAL, INVESTMENT-RELATED, 161 WASHINGTON STREET FLOOR 11, SUITE 1111, CONSHOHOCKEN, PA 19428, SALES AND SERVICE, AGENT, START DATE: NOV 01 2012, APPROXIMATE NUMBER OF HOURS/MONTH: LESS THAN 10, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: LESS THAN 10, DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2)1847 PHIL RAYMOND CHARITABLE FOUNDATION | POSITION: PARTICIPANT IN A 501(C)(3) DEDICATED TO SUPPORTING FINANCIAL PROFESSIONALS DEVELOPMENT. CREATED IN MEMORY OF OUR COLLEAGUE PHIL RAYMOND. FUNDS RAISED WILL BE DISTRIBUTED VIA NEWLY ESTABLISHED CHECKING ACCOUNT. I WILL HAVE THE ABILITY TO DISTRIBUTE FUNDS FROM THIS ACCOUNT. | NATURE: CHARITABLE FOUNDATION. FUNDRAISING EFFORTS THAT WILL DISTRIBUTE DONATIONS TO SUPPORT THE PROFESSIONAL GROWTH OF FINANCIAL PROFESSIONALS. | INVESTMENT RELATED: NO | NUMBER OF HOURS: 1 | SECURITIES TRADING HOURS: 0 | START DATE: 01/15/2024 | ADDRESS: 161 WASHINGTON STREET, SUITE 111, SUITE 1111, CONSHOHOCKEN PA 19428 | DESCRIPTION: PARTICIPANT IN A 501(C)(3) DEDICATED TO SUPPORTING FINANCIAL PROFESSIONALS DEVELOPMENT. CREATED IN MEMORY OF OUR COLLEAGUE PHIL RAYMOND.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-23 |
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