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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-17 |
| PA | RA | APPROVED | 2025-06-09 |
Branch Locations
161 Washington Street Floor 11, Suite 1111, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1847Financial | Conshohocken | PA | 04/2024 | Present |
| Semrush | Philadelphia | PA | 07/2021 | 03/2024 |
| Prosperoware | Bala Cynwyd | PA | 03/2021 | 07/2021 |
| Morgan Stanley | Baltimore | MD | 07/2020 | 03/2021 |
| Washington College | Chestertown | MD | 08/2016 | 05/2020 |
| N/A | Haverford | PA | 05/2020 | 07/2020 |
| Cambio Wifi | Chestertown | MD | 05/2018 | 08/2018 |
| The Town Of Rock Hall | Rock Hall | MD | 02/2018 | 05/2018 |
| Penn Mutual Life Insurance Company | Wilmington | DE | 07/2024 | Present |
INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 161 WASHINGTON STREET, FLR 11, STUITE 1111, CONSHOHOCKEN, PA 19428 | START DATE: 04/03/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 4 | APPROX TRADING HRS PER MTH: 4 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-20 |
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