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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-09 |
| TX | RA | APPROVED | 2025-01-08 |
| VA | RA | APPROVED | 2024-11-07 |
Branch Locations
1340 Central Park Blvd, 202, Fredericksburg, VA 22401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retired | Stafford | VA | 08/2019 | 12/2020 |
| Usda | Washington | DC | 07/2007 | 07/2019 |
| Thrivent Investment Management Inc | Camp Hill | PA | 10/2020 | 03/2021 |
| Thrivent Financial | Appleton | WI | 12/2020 | 03/2021 |
| Mml Investors Services Llc | Fredericksburg | VA | 11/2021 | 11/2024 |
| Massmutual Life Insurance Co | Fredericksburg | VA | 11/2021 | 11/2024 |
| Unemployed | Stafford | VA | 04/2021 | 10/2021 |
| Penn Mutual Life Insurance Company | Horsham | PA | 11/2024 | Present |
| Hornor, Townsend & Kent, Llc | Horsham | PA | 11/2024 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: ELEVATE FINANCIAL GROUP | POSITION HELD: AGENT | ADDRESS: 1340 CENTRAL PARK BLVD #202, FREDERICKSBURG, VA 22401 | START DATE: 10/18/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 30 | APPROX TRADING HRS PER MTH: 30 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-03 |
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