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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-29 |
| VA | RA | APPROVED | 2023-05-18 |
Branch Locations
3816 North Elm Street Suite A, Greensboro, NC 27455 • United States
1340 Central Park Blvd, 202, Fredericksburg, VA 22401 • United States
110 C Norfolk Ave, Colonial Heights, VA 23834 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackon National Life Distributors Llc | Moseley | VA | 07/2012 | 12/2020 |
| Massmutual | Colonial Heights | VA | 01/2021 | 05/2023 |
| Mml Investors Services | Colonial Heights | VA | 01/2021 | 05/2023 |
| Hornor, Townsend & Kent, Llc | Horsham | PA | 05/2023 | Present |
| Penn Mutual Life Insurance Company | Horsham | PA | 05/2023 | Present |
1) NAME OF ACTIVITY: INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: NA | POSITION HELD: AGENT | ADDRESS: 110 C NORFOLK AVE, COLONIAL HEIGHTS, VA 23834 | START DATE: 05/18/2023 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 40 | APPROX TRADING HRS PER MTH: 40 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2) NAME OF ACTIVITY: FINANCIAL ADVISOR | INVESTMENT RELATED: YES | DBA NAME: NAVIGON | POSITION HELD: EMPLOYEE | ADDRESS: 3816 N ELM ST, SUITE A, GREENSBORO, NC 27455 | START DATE: 05/18/2023 | NATURE OF ACTIVITY: FINANCIAL ADVISOR | APPROX HRS PER MTH: 80 | APPROX TRADING HRS PER MTH: 80 | DESCRIPTION OF DUTIES: FINANCIAL AND INSURANCE ADVICE AND SERVICES 3) NAME OF ACTIVITY: FINANCIAL ADVISOR | INVESTMENT RELATED: YES | DBA NAME: EMPIRE WEALTH STRATEGIES | POSITION HELD: EMPOYEE | ADDRESS: 110 NORFOLK AVE, SUITE C, COLONIAL HEIGHTS, VA 23834 | START DATE: 05/18/2023 | NATURE OF ACTIVITY: FINANCIAL ADVISOR | APPROX HRS PER MTH: 80 | APPROX TRADING HRS PER MTH: 80 | DESCRIPTION OF DUTIES: FINANCIAL & INSURANCE ADVICE & SERVICES 4) ELEVATE FINANCIAL GROUP | POSITION: Proprietor/Owner | NATURE: Life Insurance brokerage | INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/20/2024 | ADDRESS: 110 Norfolk Ave Suite C, Colonial Heights VA 23834 | DESCRIPTION: We have been operating under HTK and moving forward we will continue providing financial services and advice to our clients under the DBA of Elevate Financial Group.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-23 |
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