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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-13 |
| TX | RA | APPROVED | 2026-03-09 |
| CO | RA | APPROVED | 2024-11-18 |
Branch Locations
30 Vesey St 9Th Floor, New York, NY 10007 • United States
Gobles, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corydon Converting | Aurora | IL | 06/2018 | 08/2019 |
| Jimmy Johns | Colorado Springs | CO | 05/2020 | 05/2021 |
| Unemployed | Sugar Grove | IL | 08/2010 | 08/2018 |
| Charles Schwab | Lone Tree | CO | 05/2021 | 08/2021 |
| Student | Colorado Springs | CO | 08/2018 | 05/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2022 | 10/2024 |
| Northwestern Mutual Investment Services Llc | Colorado Spgs | CO | 05/2022 | 10/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2023 | 10/2024 |
| Hornor, Townsend & Kent, Llc | Horsham | PA | 10/2024 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 24099 CO RD 388, GOBLES, MI 49055 | START DATE: 09/01/2024 | 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) CLEANING BUSINESS | POSITION: Partner | NATURE: I will be starting a home cleaning business working with individuals as well as property managers to meet their cleaning needs. We will primarily be servicing home cleans for customers primary residence and move in/move out cleans for apartments. | INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 03/05/2025 | ADDRESS: 24099 CO RD 388, GOBLES, MI 49055 | DESCRIPTION: My duties would include following up with potential customers who inquired for home cleaning services to confirm the services they need and to book their cleaning. I would also be following up with customers to make sure they were satisfied with the service they received. I will also be working with property managers to coordinate move in/move out cleans anytime they have a residents moving in or out of the apartments they manage. I will be responsible for interviewing and hiring cleaners and working with them to make sure their needs are met. 3) PINELAND INVESTMENT GROUP | POSITION: Partner NATURE: Life Insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/16/2026 ADDRESS: 24099 Co Rd 388, GOBLES MI 49055 | DESCRIPTION: Insurance Sales and Service Including Penn Mutual Products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-28 |
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