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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-02-13 |
Branch Locations
4000 West 114Th Street Suite 140, Leawood, KS 66211 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Select General Contracting | Stilwell | KS | 08/2014 | 08/2022 |
| Park Avenue Securities Llc | Olathe | KS | 05/2020 | 08/2022 |
| Guardian Life Insurance Company | Olathe | KS | 05/2020 | 08/2022 |
| Massmutual Life Insurance Co | Overland Park | KS | 08/2022 | 07/2024 |
| Mml Investors Services, Llc | Overland Park | KS | 06/2023 | 07/2024 |
| Whole Child Therapy | Leawood | KS | 08/2024 | 02/2025 |
| The Penn Mutual Life Insurance Company | Wilmington | DE | 01/2025 | Present |
| Hornor, Townsend & Kent, Llc | Wilmington | DE | 02/2025 | Present |
INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 4000 WEST 114TH ST, STE 140, LEAWOOD, KS 66211 | START DATE: 01/24/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 80 | APPROX TRADING HRS PER MTH: 80 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-22 |
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