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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-11-11 |
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 Insurance Company | Horsham | PA | 01/2015 | Present |
| Hornor, Townsend & Kent, Inc | Horsham | PA | 01/2015 | Present |
1) INSURANCE BROKERAGE | Investment Related: | DBA Name: 1847FINANCIAL | Position Held: Agent | Address: 161 WASHINGTON STREET FLOOR 11, SUITE 1111, CONSHOHOCKEN, PA 19428. | Start Date: 01/2014 | Nature of Activity: Life Insurance Brokerage | Approx Hrs Per Mth: Over 140 Hrs | Approx Trading Hrs Per Mth: Over 140 Hrs | Description of Duties: PROVIDE ASSISTANCE TO REGISTERED REPRESENTATIVES WITH THEIR INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2) INSURANCE & INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: EMPOWERED FINANCIAL STRATEGIES | POSITION HELD: AGENT | ADDRESS: 161 WASHINGTON STREET FLOOR 11, SUITE 1111, CONSHOHOCKEN, PA 19428 | START DATE: 1/1/2021 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: LIFE INSURANCE BROKERAGE, DISABILITY INSURANCE BROKERAGE, LONG TERM CARE INSURANCE BROKERAGE, INVESTMENT SERVICES,FINANCIAL PLANNING SERVICES INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 3) JS BENEFITS GROUP DISABILITY/HEALTH INSURANCE | INVESTMENT RELATED: NO | DBA NAME: JS BENEFITS GROUP PROVIDES | POSITION HELD: AGENT | ADDRESS: 161 WASHINGTON STREET FLOOR 11, SUITE 1111, CONSHOHOCKEN, PA 19428| START DATE: 1/21/2022 | NATURE OF ACTIVITY: DISABILITY/HEALTH INSURANCE | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: WORKING WITH JS BENEFITS GROUP :PROVIDES A GROUP BENEFITS RESOURCE FOR MY SMALL BUSINESS OWNERS. THIS INCLUDES HEALTH INSURANCE BENEFITS. 4)BOARD MEMBER | POSITION: PARENT OF THE SCHOOL | NATURE: BOARD MEMBER SEAT FOR PRE-SCHOOL NON-PROFIT ORGANIZATION - CARING BRANCHES EARLY CARE AND EDUCATION CENTER | INVESTMENT RELATED: NO | NUMBER OF HOURS: 1 | SECURITIES TRADING HOURS: 0 | START DATE: 09/25/2023 | ADDRESS: ORELAND PA 19038, UNITED STATES | DESCRIPTION: BOARD MEMBER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-02 |
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