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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-09 |
Branch Locations
161 Washington Street Floor 11, Suite 1111, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company | Horsham | PA | 06/2021 | Present |
| Golf Cars, Inc | Doylestown | PA | 06/2016 | 07/2021 |
| Temple University | Philadelphia | PA | 08/2015 | 05/2019 |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 11/2021 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT | ADDRESS: 161 WASHINGTON STREET FLOOR 11, SUITE 1111, CONSHOHOCKEN, PA 19428 | START DATE: 11/16/2021 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 101-140 HRS | APPROX TRADING HRS PER MTH: 101-140 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) INSURANCE BROKERAGE | DBA: TSA FINANCIAL LLC | POSITION: EMPLOYEE | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 80 | SECURITIES TRADING HOURS: 80 | START DATE: 05/27/2025 | ADDRESS: 1550 POND RD SUITE 140, ALLENTOWN PA 18104 | DESCRIPTION: -BACK OFFICE DUTIES SUCH AS ACCOUNT OPENING PAPERWORK, CRM MANAGEMENT, AND ONLINE MARKETING, CUSTOMER SERVICE, JOINT PROSPECTING, CASE DESIGN.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-19 |
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