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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-20 |
| NJ | RA | APPROVED | 2025-04-23 |
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 |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Gastonia | NC | 12/2004 | 09/2023 |
| Thrivent Financial For Lutherans | Appleton | WI | 01/2005 | 09/2023 |
| Mml Investors Services, Llc | Charlotee | NC | 10/2023 | 03/2025 |
| Massmutual Life Insurance Company | Charlotte | NC | 10/2023 | 03/2025 |
| Hornor, Townsend, & Kent Llc | Wilmington | DE | 04/2025 | Present |
| Penn Mutual Life Insurance Company | Wilmington | DE | 03/2025 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 110 FIELDCREST AVENUE, 1ST FLR, SUITE 20, EDISON, NJ 08837 | START DATE: 03/31/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 160 | APPROX TRADING HRS PER MTH: 160 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 2)RENTAL PROPERTY | INVESTMENT RELATED: NO | DBA NAME: AIR BNB/VRBO | POSITION HELD: OWNER | ADDRESS: 801 BIBLE CAMP LN, TAYLORSVILLE, NC 28681 | START DATE: 05/02/2024 | NATURE OF ACTIVITY: RENTAL PROPERTY | APPROX HRS PER MTH: 2 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: Rental Property Administration & Maintenance. 3)VEHICLE RENTAL | INVESTMENT RELATED: NO | DBA NAME: TURO | POSITION HELD: VEHICLE OWNER | ADDRESS: 5285 SE 14TH CT, OCALA, FL 34480 | START DATE: 01/01/2025 | NATURE OF ACTIVITY: VEHICLE RENTAL | APPROX HRS PER MTH: 2 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: Car Rental Cleaning & Maintenance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-11 |
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