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Current Employers
Hornor, Townsend & Kent, Llc

161 Washington Street, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-01
  • CO RA
    APPROVED
    Since 2025-01-01

Branch Locations

2679 W Main St Suite 243, Littleton, CO 80120 • 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
New York Life Denver CO 04/2015 11/2020
Northwestern Mutual Life Insurance Company Milwaukee WI 12/2020 05/2022
Northwestern Mutual Investment Services Llc Denver CO 12/2020 05/2022
Northwestern Mutual Wealth Management Company Milwaukee WI 03/2021 05/2022
Penn Mutual Life Insurance Company Horsham PA 05/2022 Present
Hornor, Townsend & Kent, Llc Horsham PA 05/2022 Present
  • 04/2015 → 11/2020
    New York Life
    Denver, CO
  • 12/2020 → 05/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 12/2020 → 05/2022
    Northwestern Mutual Investment Services Llc
    Denver, CO
  • 03/2021 → 05/2022
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 05/2022 → Present
    Penn Mutual Life Insurance Company
    Horsham, PA
  • 05/2022 → Present
    Horsham, PA
Other Businesses

1) TRAINING WITH ALTITUDE | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: OWNER | ADDRESS: 12397 CALFEE GULCH RD CONFER CO 80433 | START DATE: 5/4/2022 | NATURE OF ACTIVITY: SERVICE INDUSTRY | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: PERSONAL TRAINING PHYSICAL ACTIVITY COACHING 2) CONIFER LOBOS UNIFIED BOOSTERS | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: BOARD OF DIRECTORS/VICE PRESIDENT | ADDRESS: P.O. BOX 1218 CONIFER, CO 80433 | START DATE: 5/4/2022 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: FUNDRAISING WITH OTHER BOARD MEMBERS PROMOTION LEADERSHIP ETC 3) INSURANCE & INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: EMPIRE WEALTH STRATEGIES | POSITION HELD: AGENT | ADDRESS: 2679 MAIN ST, SUITE 243 LITTLETON CO 80120 | START DATE: 5/4/2022 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY 4) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: ALTITUDE FINANCIAL PARTNERS | POSITION HELD: PARTNER/FOUNDER | ADDRESS: 2679 MAIN STREET STE 243 LITTLETON, CO 80120 | START DATE: 6/13/2022 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 26-40 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY 5) WOMEN IN INSURANCE AND FINANCIAL SERVICES POSITION: Board Member/ PresidentWIFS Denver Chapter Leadership NATURE: Network of Women in the insurance and financial services industry INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 5 START DATE: 07/15/2023 ADDRESS: 2679 W Main Street, Ste 243, LITTLETON CO 80120, United States DESCRIPTION: The Denver Chapter of WIFS (Women in Insurance and Financial Services) is a networking and collaboration group- as a board member I help plan events, connect other women to the group, attend and bring national events to the Denver members. I do write checks and collect funds in the WIFS bank account for us to have catered events, pay for member activities etc.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-12
S63 Uniform Securities Agent State Law Examination 2018-03-06
  • S65 Uniform Investment Adviser Law Examination
    2023-07-12
  • S63 Uniform Securities Agent State Law Examination
    2018-03-06
Other Names
  • Jeanie A Crist
  • Jeanie Ann Crist
  • Jeanie Ann Boymel
  • Jeanie Crist
  • Jeanie Boymel

View on SEC IAPD

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