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Current Employers
Hornor, Townsend & Kent, Llc

161 Washington Street, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-29
VA RA APPROVED 2023-05-18
  • TX RA
    APPROVED
    Since 2025-04-29
  • VA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2012 → 12/2020
    Jackon National Life Distributors Llc
    Moseley, VA
  • 01/2021 → 05/2023
    Massmutual
    Colonial Heights, VA
  • 01/2021 → 05/2023
    Mml Investors Services
    Colonial Heights, VA
  • 05/2023 → Present
    Horsham, PA
  • 05/2023 → Present
    Penn Mutual Life Insurance Company
    Horsham, PA
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-12
S63 Uniform Securities Agent State Law Examination 2012-08-23
  • S65 Uniform Investment Adviser Law Examination
    2021-03-12
  • S63 Uniform Securities Agent State Law Examination
    2012-08-23
Other Names
  • Isaac Critchlow

View on SEC IAPD

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