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Hornor, Townsend & Kent, LLC CRD 4031
$9.01B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-21 |
| FL | RA | APPROVED | 2020-01-24 |
| MD | RA | APPROVED | 2019-12-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Rockville | MD | 01/2015 | 12/2019 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 12/2019 |
| Mml Investors Services, Llc | Rockville | MD | 03/2017 | 12/2019 |
| Hornor Townsend & Kent Llc | Horsham | PA | 12/2019 | Present |
| Penn Mutual Life Ins Co | Horsham | PA | 12/2019 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: WHB FINANCIAL ADVISORS, LLC | POSITION HELD: PARTNER | ADDRESS: 14705 HAROLD RD, SILVER SPRING, MD 20905 | START DATE: 12/1/2008 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO. ADVISORS PROVIDE CLIENTS FINANCIAL PLANNING SERVICES AND OTHER INVESTMENT ADVISORY SERVICES AND INVESTMENT PRODUCTS THROUGH HORNOR,TOWNSEND & KENT, LLC, A REGISTERED INVESTMENT ADVISOR AND FINRA MEMBER FIRM. 2)DBA NAME: 1847Financial;Investment Related: Yes; Business Address: 14705 HAROLD RD, SILVER SPRING, MD 20905 ;Nature of OBA: Insurance Sales and Service Life Insurance; Start date of OBA: 8/1/2020; Position, Title Relationship: Financial Advisor Approximate number of hours per month you devote to this outside business: 101-140 HRS; Approximate number of hours per month you devote to the business during security trading hours???101-140 HRS; Describe duties: Insurance sales and service of Life Insurance Products with Penn Mutual Life Insurance Company. 3)INSURANCE BROKERAGE | DBA: SHORELINE FINANCIAL STRATEGIES |POSITION: PROPRIETOR/OWNER | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 130 | SECURITIES TRADING HOURS: 130 | START DATE: 07/15/2024 | ADDRESS: 14704 HAROLD RD, SILVER SPRING MD 20905 | DESCRIPTION: FINANCIAL SERVICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-01 |
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