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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-28 |
Branch Locations
2440 Se Federal Hwy Suite 111, Stuart, FL 34994 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assured Insurance Services, Llc | Stuart | FL | 12/2010 | Present |
| Lulla Wealth Financial | Stuart | FL | 12/2020 | 03/2024 |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 07/2024 | 11/2024 |
| Hornor, Townsend, & Kent Llc | Wilmington | DE | 02/2025 | Present |
| Penn Mutual Life Insurance Company | Wilmington | DE | 12/2024 | Present |
1) INSURANCE BROKERAGE| INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: FINANCIAL PROFESSIONAL| ADDRESS: 2440 SE FEDERAL HWY, SUITE 111, STUART, FL 34994 | START DATE: 06/20/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 80 | APPROX TRADING HRS PER MTH: 80 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 2) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: ASSURED INSURANCE SERVICES | POSITION HELD: FINANCIAL PROFESSIONAL| ADDRESS: 2440 SE FEDERAL HWY, SUITE 111, STUART, FL 34994 | START DATE: 01/01/2011 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 80 | APPROX TRADING HRS PER MTH: 80 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-28 |
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