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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-16 |
| NJ | RA | APPROVED | 2017-04-17 |
Branch Locations
110 Fieldcrest Ave Suite 20, Edison, NJ 08837 • 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 |
|---|---|---|---|---|
| Dac Financial Llc | Pine Brook | NJ | 03/2010 | Present |
| Massmutual | Secaucus | NJ | 04/2013 | 12/2016 |
| Mml Investors Services | Secaucus | NJ | 05/2013 | 12/2016 |
| Hornor Townsend & Kent Inc | Horsham | PA | 01/2017 | Present |
| Penn Mutual Life Insurance Co | Horsham | PA | 01/2017 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: DAC FINANCIAL | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 110 FIELDCREST AVE, SUITE 21, EDISON, NJ 08837 | START DATE: 7/15/2009 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: SALES & SERVICE OF FIXED LIFE, HEALTH/DI/LTC AND P&C ACCOUNTS FOR MULTIPLE CARRIERS. 2) LANDLORD | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: BIRCH ST, BLOOMFIELD, NJ, 07003 | START DATE: 10/31/2016 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: COLLECT RENTS. 3) FINANCIAL ADVISOR | POSITION: AGENT | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 10 | SECURITIES TRADING HOURS: 10 | START DATE: 02/01/2024 | ADDRESS: 110 FIELDCREST AVE, SUITE 21, EDISON, NJ 08837 | DESCRIPTION: PROVIDE CLIENTS WITH ADVISE ON INSURANCE AND FINANCIAL PRODUCTS USING THE HTK CHANNEL. 4) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT- | ADDRESS: 110 FIELDCREST AVE, SUITE 21, EDISON, NJ 08837 | START DATE: 01/01/2024 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE- | APPROX HRS PER MTH: OVER 140 HOURS | APPROX TRADING HRS PER MTH: OVER 140 HOURS | DESCRIPTION OF DUTIES: SALES & SERVICE OF LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO. SALES & SERVICE OF LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO. 5)INSURANCE BROKERAGE | DBA: ATTORNEY RESOURCE GROUP. POWERED BY STRATEGIC WEALTH SOLUTIONS | POSITION: AGENT | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 20 | SECURITIES TRADING HOURS: 20 | START DATE: 10/21/2024 | ADDRESS: 100 FIELDCREST AVE, SUITE 20, EDISON NJ 08837 | DESCRIPTION: FINANCIAL PLANNING FOCUSING ON ADVISING ATTORNEYS IN THEIR FINANCES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-14 |
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