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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-12-04 |
Branch Locations
2679 W Main St Suite 243, Littleton, CO 80120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Marine Forces Reserve | New Orleans | LA | 06/2007 | 01/2025 |
| Unemployed | Denver | CO | 07/2022 | 02/2023 |
| Qualis Corporation | Huntsville | AL | 06/2019 | 07/2022 |
| Southern California Edison | Rosemead | CA | 02/2017 | 06/2019 |
| Caci Intl | Arlington | VA | 07/2015 | 02/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2023 | 05/2024 |
| Northwestern Mutual Investment Services Llc | Englewood | CO | 07/2023 | 05/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2024 | 05/2024 |
| Hornor, Townsend & Kent, Llc | Horsham | PA | 05/2024 | Present |
1) NAME OF ACTIVITY INSURNACE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 2679 MAIN ST, SUITE 243, LITTLETON, CO 80120 | START DATE: 05/23/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 20 | APPROX TRADING HRS PER MTH: 15 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2) NAME OF ACTIVITY M. WILLIAMSON | INVESTMENT RELATED: NO | DBA NAME: M. WILLIAMSON | POSITION HELD: EMPLOYEE | ADDRESS: 10380 SW VILLAGE CENTER DRIVE, #406 PORT ST LUCIE, FL 34897 | START DATE: 05/23/2024 | NATURE OF ACTIVITY: BROKER THAT ALLOWS ME TO OFFER ADDITIONAL INSURANCE PRODUCTS | APPROX HRS PER MTH: 10 | APPROX TRADING HRS PER MTH: 7 | DESCRIPTION OF DUTIES: Additional insurance products and service which may include building illustrations and presenting them to clients 3) NAME OF ACTIVITY RENTAL PROPERTY | INVESTMENT RELATED: NO | DBA NAME: NA | POSITION HELD: PROPERTY OWNER/LANDLORD | ADDRESS: 2171 S CLERMONT ST, UNIT 4 & 2478 S DELAWARE ST, UNIT 1, DENVER CO 80223 | START DATE: 05/23/2024 | NATURE OF ACTIVITY: REAL ESTATE RENTAL | APPROX HRS PER MTH: 6 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: Real estate rental Interviewing prospective tenants, leases and handyman issues 4) HIGH SCHOOL TRACK & FIELD COACH | POSITION: Assistant Coach NATURE: Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 04/22/2025 | ADDRESS: 1300 Higby Rd,, Monument CO 80132 | DESCRIPTION: Coaching High School boys & girls track athletes 5) PRIVATE LABEL WEALTH MANAGEMENT | POSITION: Independent contractor | NATURE: Life Insurance brokerage | INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 11/07/2024 | ADDRESS: 12502 Ventana Mesa Cir, Castle Pines CO 80108 | DESCRIPTION: Prospecting for new clients, working with prospective and current clients on insurance/risk planning, investments, financial advising, estate & legacy planning, submitting business, and other business-related administrative tasks.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-31 |
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