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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-07-26 |
| PA | RA | APPROVED | 2005-04-04 |
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 | Horsham | PA | 04/2004 | Present |
| Hornor, Townsend, & Kent | Horsham | PA | 07/2004 | Present |
1) INSURANCE BROKERAGE | Investment Related: Yes | DBA Name: 1847 FINANCIAL | Position Held: Agent | Address: 161 WASHINGTON STREET FLOOR 11, SUITE 1111, CONSHOHOCKEN, PA 19428 | Start Date: 2004 | Nature of Activity: Multi-Line Insurance Brokerage | Approx Hrs Per Mth: Over 140 Hrs | Approx Trading Hrs Per Mth: Over 140 Hrs | Description of Duties: RUN ILLUSTRATIONS, RUN PROPOSALS, MEET PROSPECTS, MEET CLIENT FOR REVIEWS. INVESTMENTS, LIFE INSURANCE, DISABILITY AND LTC SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-27 |
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