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300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-29 |
| PA | RA | APPROVED | 2024-06-06 |
| TX | RA | APPROVED | 2024-06-06 |
Branch Locations
Fernandina Beach, FL • United States
Phoenixville, PA • United States
300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pillar Wealth Advisors, Llc | West Chester | PA | 04/2012 | 10/2024 |
| Hornor, Townsend & Kent, Inc | Horsham | PA | 03/2013 | 03/2018 |
| Compass Ion Advisors, Llc | Conshohocken | PA | 06/2024 | Present |
(1.) NAME OF OBA: INSURANCE BROKERAGE; ADDRESS OF OBA: CONSHOHOCKEN, PA 19428; NATURE: LIFE INSURANCE BROKERAGE; INVESTMENT RELATED: NO; TITLE WITH OBA: LICENSED INSURANCE AGENT; DUTIES: SALES AND SERVICE OF INSURANCE PRODUCTS FOR MULTIPLE CARRIERS; START DATE: 04/01/2012; APPROX. NUMBER OF HOURS/MONTH: 6-8; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2-4; (2.) NAME OF OBA: OSHER LIFELONG LEARNING INSTITUTE; ADDRESS OF OBA: WILMINGTON, DE 19806; NATURE: INSTRUCTION OF FINANCIAL LITERACY CLASSES FOR EDUCATION/LEARNING PROGRAMS; INVESTMENT RELATED: NO; TITLE WITH OBA: INSTRUCTOR; DUTIES: EDUCATIONAL, SERVING AS A FINANCIAL LITERACY INSTRUCTOR COVERING BASIC CONCEPTS RELATED TO RETIREMENT PLANNING; START DATE: 01/01/2015; APPROX. NUMBER OF HOURS/MONTH: 4; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (3.) NAME OF OBA: ST. MARY'S FRANCISCAN SHELTER FOR HOMELESS FAMILIES; ADDRESS OF OBA: PHOENIXVILLE, PA 19460; NATURE: BOARD MEMBER; INVESTMENT RELATED: NO; TITLE WITH OBA: BOARD CHAIR; DUTIES: ADVISING AND ASSISTING IN THE EXECUTIVE MANAGEMENT OF THE ORGANIZATION; START DATE: 02/01/2018; APPROX. NUMBER OF HOURS/MONTH: 15-20; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 5-10; (4.) NAME OF OBA: RENTAL PROPERTY OWNER; ADDRESS OF OBA: OCEAN CITY, NJ 08226; NATURE: COMMERCIAL RENTAL PROPERTY; INVESTMENT RELATED: NO; RELATIONSHIP WITH OBA: PARTNER; DUTIES: INVOLVED IN DECISION-MAKING RELATED TO ANNUAL MAINTENANCE, REPAIRS AND CAPITAL EXPENDITURES; START DATE: 05/01/2006; APPROX. NUMBER OF HOURS/MONTH: -5 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-08-20 |
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