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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-05-06 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual | Horsham | PA | 10/2020 | Present |
| Massmutual | New York | NY | 12/2016 | 09/2020 |
| Northwestern Mutual | Paramus | NJ | 05/2016 | 11/2016 |
| Hornor, Townsend & Kent, Llc | Horsham | PA | 10/2021 | Present |
1) INSURNACE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: EMPIRE WEALTH STRATEGIES / POWER FORWARD GROUP | POSITION HELD: AGENT | ADDRESS: 30 VESEY ST, 9TH FLOOR, NEW YORK, NY 10007 | START DATE: 10/6/2021 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: OVER 140 HRS | DESCRIPTION OF DUTIES: SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO. 2) POWER FORWARD GROUP | POSITION: Financial Advisor | NATURE: I'm a financial advisor under the Power Forward Group | INVESTMENT RELATED: Yes NUMBER OF HOURS: 360 SECURITIES TRADING HOURS: 200 START DATE: 11/01/2020 | ADDRESS: 30 Vesey St. Floor 9, New York NY 10007 | DESCRIPTION: I'm a Financial Advisor on the Power Forward Group Team.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-07 |
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