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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-30 |
| TX | RA | APPROVED | 2025-06-06 |
Branch Locations
391 Landa St Suite 1116, New Braunfels, TX 78130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carenet Health | San Antonio | TX | 10/2019 | 03/2020 |
| Advocare Independent Distributor | New Branfels | TX | 10/2012 | 07/2019 |
| Noom | Nyc, Ny | TX | 09/2019 | 10/2019 |
| Unemployed | New Braunfels | TX | 07/2019 | 09/2019 |
| New York Life Insurance Co. | San Antonio | TX | 12/2019 | 06/2025 |
| Nylife Securities, Llc | San Antonio | TX | 05/2020 | 06/2025 |
| Eagle Strategies Llc | New Braunfels | TX | 08/2023 | 06/2025 |
| Wohlstand Wealth Strategies, Llc | New Braunfels | TX | 11/2023 | Present |
| Hornor, Townsend & Kent, Llc | Wilmington | DE | 06/2025 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: WOHLSTAND WEALTH STRATEGIES, LLC | POSITION HELD: AGENT | ADDRESS: 391 LANDA ST, SUITE 1116, NEW BRAUNFELS, TX 78130 | START DATE: 06/06/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 40 | APPROX TRADING HRS PER MTH: 40 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2) NAME OF ACTIVITY NEW BRAUNFELS WOMEN'S BUSINESS ALLIANCE | INVESTMENT RELATED: NO | DBA NAME: NA | POSITION HELD: VICE CHAIR | ADDRESS: 390 S SEGUIN AVE, NEW BRAUNFELS, TX 78130 | START DATE: 01/2024 | NATURE OF ACTIVITY: WOMEN'S CHAMBER OF COMMERCE. WE HOST MONTHLY LUNCHEONS WITH BUSINESS RELATED SPEAKERS | APPROX HRS PER MTH: 4 | APPROX TRADING HRS PER MTH: 2 | DESCRIPTION OF DUTIES: ORGANIZE NETWORKING MEETINGS & LUNCHEONS 3) NAME OF ACTIVITY BRAUNTEX THEATER BOARD OF DIRECTORS | INVESTMENT RELATED: NO | DBA NAME: NA | POSITION HELD: TREASURER | ADDRESS: 290 W SAN ANTONIO ST, NEW BRAUNFELS, TX 78130 | START DATE: 09/01/2024 | NATURE OF ACTIVITY: ARTS NON-PROFIT | APPROX HRS PER MTH: 2 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: REVIEW THE FINANCIALS ALONG THE DIRECTOR AND ACCOUNTING STAFF; REPORT BACK TO BOARD FOR DISCUSSION 4) PARK HILL | POSITION: Consultant | NATURE: Tax Mitigation and Management | INVESTMENT RELATED: No | NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 11/15/2025 | ADDRESS: 520 Broadway, Floor 2, Santa Monica CA 90401 | DESCRIPTION: Tax Mitigation & Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-23 |
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