Best Investors
Account
Sign in
Best Investors
Account
Sign in
161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-07 |
Branch Locations
15851 N Dallas Parkway Suite 100, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Dallas | TX | 03/2011 | 10/2017 |
| Unemployed | Dallas | TX | 10/2017 | 03/2022 |
| Hornor, Townsend & Kent, Llc | Wilmington | DE | 01/2026 | Present |
| Various Insurance Carriers For W&R Insurance Agencies, Inc. | Dallas | TX | 03/2011 | 10/2017 |
| Lincoln Investment | Fort Washington | PA | 03/2022 | 12/2025 |
INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: EMPLOYEE | ADDRESS: 15851 DALLAS PARKWAY #100, ADDISON, TX 75001 | START DATE: 01/05/2026 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 80 | APPROX TRADING HRS PER MTH: 80 | DESCRIPTION OF DUTIES: ASSIST WITH INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-10 |
Reach out to this advisor