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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-26 |
| CA | RA | APPROVED | 2023-04-06 |
| FL | RA | APPROVED | 2023-04-06 |
| TX | RA | APPROVED_RES | 2023-04-06 |
Branch Locations
1925 Century Park E Suite 1700, Los Angeles, CA 90067 • United States
2600 North Military Trail Suite 420, Boca Raton, FL 33431 • United States
30 Vesey St 9Th Floor, New York, NY 10007 • 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 07/2007 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 07/2007 | 09/2020 |
| Gideon | Santa Monica | CA | 03/2020 | 04/2023 |
| The Leaders Group Inc | Littleton | CO | 09/2021 | 04/2023 |
| Penn Mutual Life Insurance Company | Horsham | PA | 04/2023 | Present |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 04/2023 | Present |
1) INSURANCE AND INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 2600 NORTH MILITARY TRAIL SUITE 420, BOCA RATON, FL 33431 | START DATE: 3/23/2023 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: 101-140 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS IN ADDITION TRAINING AND RECRUITING FP. 2) ASSET-MAP HOLDINGS, INC. | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: INDEPENDENT CONTRACTOR | ADDRESS: 225 ARCH STREET, 1ST FLOOR PHILADELPHIA PA 19106 | START DATE: 3/23/2023 | NATURE OF ACTIVITY: SERVICE INDUSTRY | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: CONSULTING &/ TRAINING PROVIDED / REFERRAL FEES FOR SUBSCRIBED ADVISORS. 3) AURELIUS LEGACY PARTNERS, LLC | POSITION: PROPRIETOR/OWNER | NATURE: FINANCIAL PLANNING, INVESTMENT ADVISORY, AND INTEGRATED WEALTH MANAGEMENT SERVICES, INCLUDING INSURANCE AND RISK MANAGEMENT STRATEGIES | INVESTMENT RELATED: YES | NUMBER OF HOURS: 160 | SECURITIES TRADING HOURS: 160 | START DATE: 03/23/2023 | ADDRESS: 2600 N MILITARY TRL, SUITE1700, BOCA RATON FL 33431 | DESCRIPTION: FINANCIAL PLANNING, INVESTMENT ADVISORY, AND INTEGRATED WEALTH MANAGEMENT SERVICES, INCLUDING INSURANCE AND RISK MANAGEMENT STRATEGIES. IN ADDITION, DIRECTION OF THE ORGANIZATION, MONITOR EMPLOYEES, ACCOUNTABILITY, AND COMPANY PERFORMANCE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-29 |
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