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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-07 |
Branch Locations
9020 Overlook Circle Suite 300, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 04/2016 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 05/2016 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED - YES | DBA NAME: PS&G FINANCIAL PARTNERS| POSITION HELD: AGENT | ADDRESS: 9020 OVERLOOK CIRCLE SUITE 300, BRENTWOOD, TN 37027 | START DT: 4/13/2016 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: OVER 140 | DESCRIPTION OF DUTIES: SALES MANAGER OF AGENCY - SALES & SERVICE OF LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITIES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INS. CO. 2) CHURCH DEACON | INVESTMENT RELATED - NO | DBA NAME: SYCAMORE CHAPEL CHURCH OF CHRIST | POSITION HELD: OTHERDEACON | ADDRESS: 2699 OLD CLARKSVILLE PIKE, ASHLAND CITY, TN 37015 | START DT: 10/1/2015 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS | DESCRIPTION OF DUTIES: AS DEACON RESPONSIBLE FOR THE YOUTH PROGRAM AND VISITATION/OUTREACH PROGRAMS; NO FUND RAISING RESPONSIBILITIES. 3)INSURANCE BROKERAGE | INVESTMENT RELATED - YES | DBA NAME: 1847 FINANCIAL| POSITION HELD: AGENT | ADDRESS: 9020 OVERLOOK CIRCLE SUITE 300, BRENTWOOD, TN 37027 | START DT: 01/01/2024 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: OVER 140 | DESCRIPTION OF DUTIES: SALES MANAGER OF AGENCY - SALES & SERVICE OF LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITIES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INS. CO. 4)LEGACYLOCK, LLC | POSITION: LICENSEE | NATURE: I AM A REGISTERED LICENSEE OF LEGACYLOCK, LLC PROVIDING THE SALE OF ESTATE DOCUMENT SOFTWARE TO THE END USER | INVESTMENT RELATED: NO | NUMBER OF HOURS: 1 | SECURITIES TRADING HOURS: 1 | START DATE: 08/06/2026 | ADDRESS: 9020 OVERLOOK BLVD, SUITE 300, BRENTWOOD TN 37027 | DESCRIPTION: I AM A REGISTERED LICENSEE OF LEGACYLOCK, LLC PROVIDING THE SALE OF ESTATE DOCUMENT SOFTWARE TO THE END USER. I RECEIVE A FEE FOR SELLING THE SOFTWARE TO THE END USER. THIS SOFTWARE WILL BE SOLD SEPARATE OF ANY HTK SERVICES AND PLANNING FEES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-31 |
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