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Current Employers
Hornor, Townsend & Kent, Llc

161 Washington Street, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-12-04
TX RA APPROVED 2008-09-18
  • FL RA
    APPROVED
    Since 2024-12-04
  • TX RA
    APPROVED
    Since 2008-09-18

Branch Locations

610 Uptown Blvd Suite 2000, Cedar Hill, TX 75104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hornor Townsend And Kent, Icn Dallas TX 08/2004 Present
  • 08/2004 → Present
    Hornor Townsend And Kent, Icn
    Dallas, TX
Other Businesses

1)INSURANCE BROKERAGE - DBA: PENN MUTUAL WEALTH STRATEGIES, INVESTMENT-RELATED, 610 Uptown Blvd, Suite 2000, Cedar Hill, TX, USA, 75104, INSURANCE SALES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY, AGENT, START DATE: AUGUST 2004, 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: SALES AND SERVICE OF INSURANCE PRODUCTS INCLUDING LIFE, HEALTH, DISABILITY, LONG-TERM CARE AND ANNUITIES. 2) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: OMEGA FINANCIAL GROUP | POSITION HELD: AGENT |ADDRESS: 7458 JAGER COURT, CINCINNATI, OHIO 45230 | START DATE: 9/15/2020 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: SPLIT BUSINESS ON CASE BY CASE BASIS IN STATES LICENSED & REGISTERED. SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO. ADVISORS PROVIDE CLIENTS FINANCIAL PLANNING SERVICES THROUGH RIA, WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC. IN ADDITION, WE OFFER OTHER INVESTMENT ADVISORY SERVICES AND INVESTMENT PRODUCTS THROUGH HORNOR, TOWNSEND & KENT, LLC., A REGISTERED INVESTMENT ADVISOR AND FINRA MEMBER FIRM.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-28
S63 Uniform Securities Agent State Law Examination 2004-11-09
  • S66 Uniform Combined State Law Examination
    2008-08-28
  • S63 Uniform Securities Agent State Law Examination
    2004-11-09
Designations
Other Names
  • Lindsay Michelle Mcginley
  • Lindsay Michelle Mcginley
  • Lindsay Michelle Vitovsky

View on SEC IAPD

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