Lisa Beth Davis

Current Employers

Employment History

• 02/2014 → Present
  Hornor, Townsend & Kent, Llc
  Horsham, PA
• 09/2011 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA

Other Businesses

1) INSURANCE BROKERAGE | Investment Related: Yes | DBA Name: 1847 FINANCIAL | Position Held: Other | Address: 161 WASHINGTON STREET FLOOR 11, SUITE 1111, CONSHOHOCKEN, PA 19428 | Start Date: 02/2014 | 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: SALE & SERVICE OF LIFE, ACCIDENT, HEALTH/DI AND ANNUITY CLIENT ACCOUNTS. 2) LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL, LLC | POSITION HELD: PARTNER |ADDRESS: 161 WASHINGTON STREET FLOOR 11, SUITE 1111, CONSHOHOCKEN, PA 19428| START DATE: 12/1/2021 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: SET UP LLC FOR NON PENN MUTUAL BUSINESS. 3)PARTNER | POSITION: PARTNER | NATURE: LIFE SETTLEMENTS | INVESTMENT RELATED: YES | NUMBER OF HOURS: 10 | SECURITIES TRADING HOURS: 10 | START DATE: 05/11/2023 | ADDRESS: 161 WASHINGTON STREET, FLOOR 11, SUITE 1100, CONSHOCKEN PA 19428, UNITED STATES | DESCRIPTION: INSURANCE PRODUCTS AND SERVICES NOT PROVIDED THROUGH PENN MUTUAL INCLUDING LIFE SETTLEMENTS. 4) AURELIUS LEGACY PARTNERS POSITION: CHIEF STRATEGIST- CONSULTING ONLY NATURE: LIFE INSURANCE BROKERAGE INVESTMENT RELATED: NO NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2023 ADDRESS: 161 WASHINGTON STREET, SUITE 1111, CONSHOHOCKEN PA 19462, UNITED STATES DESCRIPTION: PROVIDE STRATEGIC DIRECTION FORTEAM GROWTH AND BRANDING OPPORTUNITIES IN EACH OF THE MARKET PLACES THAT AURELIUS OPERATES. 5)1847 PHIL RAYMOND CHARITABLE FOUNDATION | POSITION: PARTICIPANT IN A 501(C)(3) DEDICATED TO SUPPORTING FINANCIAL PROFESSIONALS DEVELOPMENT. CREATED IN MEMORY OF OUR COLLEAGUE PHIL RAYMOND. FUNDS RAISED WILL BE DISTRIBUTED VIA NEWLY ESTABLISHED CHECKING ACCOUNT. I WILL HAVE THE ABILITY TO DISTRIBUTE FUNDS FROM THIS ACCOUNT. | NATURE: CHARITABLE FOUNDATION. FUNDRAISING EFFORTS THAT WILL DISTRIBUTE DONATIONS TO SUPPORT THE PROFESSIONAL GROWTH OF FINANCIAL PROFESSIONALS | INVESTMENT RELATED: NO | NUMBER OF HOURS: 1 | SECURITIES TRADING HOURS: 0 | START DATE: 01/15/2024 | ADDRESS: 161 WASHINGTON STREET, SUITE 1111, CONSHOHOCKEN PA 19428 | DESCRIPTION: PARTICIPANT IN A 501(C)(3) DEDICATED TO SUPPORTING FINANCIAL PROFESSIONALS DEVELOPMENT. CREATED IN MEMORY OF OUR COLLEAGUE PHIL RAYMOND. 6)AMERICAN COLLEGE BOARD OF TRUSTEES | POSITION: TRUSTEE | NATURE: GOVERNANCE BOARD OF THE AMERICAN COLLEGE OF FINANCIAL SERVICES | INVESTMENT RELATED: NO | NUMBER OF HOURS: 4 | SECURITIES TRADING HOURS: 4 | START DATE: 02/09/2024 | ADDRESS: 630 ALLENDALE ROAD, #400, KING OF PRUSSIA PA 19406 | DESCRIPTION: PROVIDE INPUT AND GOVERNANCE TO THE EXECUTIVE LEADERSHIP TEAM AS IT RELATES TO DAY TO DAY OPERATIONS OF THE COLLEGE. 7)INSURANCE BROKERAGE | DBA: BELLAMY ASSOCIATES, LLC | POSITION: PROPRIETOR/OWNER | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: NO | NUMBER OF HOURS: 2 | SECURITIES TRADING HOURS: 2 | START DATE: 04/01/2024 | ADDRESS: 161 WASHINGTON STREEET, SUITE 1111, CONSHOHOCKEN PA 19428 | DESCRIPTION: LIFE INSURANCE BROKERAGE. WILL RECEIVE OVERRIDES FROM NON PENN MUTUAL FIXED LIFE BUSINESS. 8)FINSECA BOARD OF DIRECTORS | POSITION: DIRECTOR | NATURE: FINSECA IS A LIFE INSURANCE AND FINANCIAL SERVICES NATIONAL ASSOCIATION. I WILL BE SERVING ON THE BOARD | INVESTMENT RELATED: NO | NUMBER OF HOURS: 2 | SECURITIES TRADING HOURS: 2 | START DATE: 06/16/2025 | ADDRESS: 161 WASHINGTON STREET, SUITE 1111, CONSHOHOCKEN PA 19428 | DESCRIPTION: I WILL BE SERVING AS A BOARD MEMBER. OUR RESPONSIBILITIES INCLUDE, OVERALL GOVERNANCE, BUDGET APPROVAL, AND STRATEGIC OVERSIGHT. IN ADDITION, I WILL BE SERVING AS A COMMITTEE MEMBER ON THE EDUCATION COMMITTEE. THIS COMMITTEE IS CHARGED WITH CREATING AND DEVELOPING EDUCATION OPPORTUNITIES FOR THE MEMBERS OF THE ASSOCIATION.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-19