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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-19 |
| TX | RA | APPROVED | 2024-08-16 |
Branch Locations
5201 West Kennedy Blvd Suite 640, Tampa, FL 33609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| True Partners Consulting | Tampa | FL | 07/2016 | 07/2018 |
| Unemployed | Tampa | FL | 07/2018 | 07/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2018 | 08/2024 |
| Northwestern Mutual Investment Services Llc | Tampa | FL | 07/2018 | 08/2024 |
| Intuit Turbo Tax Live | San Diego | CA | 02/2019 | Present |
| Hornor, Townsend, & Kent Llc | Wilmington | DE | 08/2024 | Present |
| Penn Mutual Life Insurance Company | Wilmington | DE | 08/2024 | Present |
1)TAX EXPERT, INTUIT TURBO TAX LIVE, 7535 TORREY SANTA FE RD, SAN DIEGO, , CALIFORNIA, 92129, UNITED STATES OF AMERICA, GENERAL EMPLOYMENT, START DATE: 1/25/2019, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, ASSIST IN REVIEWING TAX RETURNS. 2)100% OWNER, ACE & AVA, 7227 NIGHTSHADE DRIVE, RIVERVIEW, FLORIDA, 33578, UNITED STATES OF AMERICA, AUTHOR, and START DATE: 10/24/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, I WRITE BOOKS. 3)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: PROVE WEALTH ADVISORS | POSITION HELD: AGENT | ADDRESS: 5201 WEST KENNEDY BLVD SUITE 640, TAMPA, FL 33609| START DATE: 8/09/2024 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 20 |APPROX TRADING HRS PER MTH: 20 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 4)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 5201 WEST KENNEDY BLVD SUITE 640, TAMPA, FL 33609 | START DATE: 8/09/2024 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 20 |APPROX TRADING HRS PER MTH: 20 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 5)LEGAL CONSULTANT. CONSILIO SERVICES,251 LITTLE FALLS DR., WILMINGTON,DE 19808, UNITED STATES OF AMERICA, GENERAL EMPLOYMENT, START DATE: 6/1/2023, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, ASSIST IN REVIEWING LEGAL DOCUMENTS 6)BOARD MEMBER. FREEDOM PROJECT NETWORK. 120 DELTA AVE, SUNFLOWER, MS 38778 UNITED STATES OF AMERICA, GENERAL EMPLOYMENT, START DATE: 01/01/2020, HOURS PER MONTH: 0, HOURS DURING SECURITIES TRADING HOURS: 0-5, I ASSIST IN DECIDING CURRICULUM FOR STUDENTS AND GROWTH OF THE NON-PROFIT. 7)THE L.A.W. FIRM | POSITION: PROPRIETOR/OWNER | NATURE: ATTORNEY/LEGAL SERVICES | INVESTMENT RELATED: NO | NUMBER OF HOURS: 5 | SECURITIES TRADING HOURS: 5 | START DATE: 01/01/2025 | ADDRESS: 7227 NIGHTSHADE DRIVE, RIVERVIEW FL 33578 | DESCRIPTION: I WILL ASSIST INDIVIDUALS WITH ESTATE PLANNING NEEDS AS WELL AS CONTRACT REVIEW. 8)INSURANCE BROKERAGE | DBA: MANIFEST WEALTH MANAGEMENT | POSITION: AGENT | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 160 | SECURITIES TRADING HOURS: 100 | START DATE: 01/23/2025 | ADDRESS: 5201 WEST KENNEDY BLVD SUITE 640, TAMPA, FL 33609 | DESCRIPTION: SALES OF INSURANCE PRODUCTS AND ANNUITIES, INVESTMENTS, FINANCIAL PLANNING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-10-18 |
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