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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2019-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Shreveport | LA | 06/2016 | 12/2019 |
| Penn Mutual Life Ins Co | Horsham | PA | 12/2019 | Present |
| Hornor Townsend & Kent Llc | Horsham | PA | 12/2019 | Present |
1) INSURANCE & INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT | ADDRESS: 4475 RICE ROAD SHREVEPORT, LA 71119 | START DATE: 12/2/2019 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO. 2) GREENWEALTH FINANCIAL | INVESTMENT RELATED: NO | DBA NAME: GREENWEALTH FINANCIAL | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 4475 RICE RD, SHREVEPORT, LA 71119 | START DATE: 7/1/2016 | NATURE OF ACTIVITY: OTHER - FINANCIAL | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: FINANCIAL ENTITY THAT IS NOT OPERABLE; FUTURE POTENTIAL TO PROTECT NAME. 3) NOTARY | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: OTHER - PUBLIC NOTARY | ADDRESS: 4475 RICE RD, SHREVEPORT, LA 71119 | START DATE: 1/1/1980 | NATURE OF ACTIVITY: SERVICE INDUSTRY | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: PUBLIC NOTARY.
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