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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Altoona | PA | 08/2018 | 12/2022 |
| Wealth Enhancement Group | Malvern | PA | 05/2021 | 08/2021 |
| Keystone Financial Group | Exton | PA | 05/2022 | 08/2022 |
| Hornor, Townsend, & Kent Llc | Wilmington | DE | 03/2022 | Present |
| Ingleside Golf Club | Thorndale | PA | 05/2017 | 08/2020 |
| Liberty Union Bar & Grille | Chester Springs | PA | 08/2016 | 08/2020 |
1) NAME OF ACTIVITY: REGISTERED ASSISTANT | INVESTMENT RELATED: YES | DBA NAME: KEYSTONE FINANCIAL GROUP | POSITION HELD: AGENT | ADDRESS: 203 EXTON COMMONS, EXTON, PA 19341 | START DATE: 05/17/2023 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 75 | APPROX TRADING HRS PER MTH: 75 | DESCRIPTION OF DUTIES: ASSITING WITH INSURANCE SALES & SERVICE OF LIFE AND DISABILITY INSURANCE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-15 |
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