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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-15 |
| PA | RA | APPROVED | 2023-12-19 |
Branch Locations
918 Maple St, Conshohocken, PA 19428 • United States
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor, Townsend & Kent, Inc | Horsham | PA | 03/2015 | 10/2022 |
| Penn Mutual Life Insurance Company | Horsham | PA | 03/2015 | 10/2022 |
| Dfpg Investments, Llc | Sandy | UT | 10/2022 | Present |
1) March FWD LLC; investment-related; Conshohocken, PA; DBA for securities business; Owner; 9/26/2022; 100% during business hours; Daily operations, client service and client creation. 2) Fixed Insurance; non-investment related; Conshohocken, PA; writing traditional insurance business; agent; 9/26/2022; 50% during business hours; writing fixed insurance. 3) BBCH Realty Partners, LLC; investment-related; Conshohocken, PA; real estate office March is operated out of; member; 10/18/2022; 0% during business hours; office real estate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-24 |
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