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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-11-09 |
Branch Locations
16633 N Dallas Parkway Suite 525, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company | Horsham | PA | 06/2016 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 07/2016 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: WEALTH COORDINATION PARTNERS | POSITION HELD:PARTNER | ADDRESS: 16633 N DALLAS PARKWAY # 525, ADDISON, TX 75001 | START DATE:2/9/2022 | NATURE OF ACTIVITY:MULTI-LINE INSURANCE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 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) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: CHANDLER & KNOWLES FINANCIAL | POSITION HELD: AGENT | ADDRESS: 16633 N DALLAS PKWY STE 525 ADDISON, TX 75001 | START DATE: 2/1/2019 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-27 |
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