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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Scottsdale | AZ | 10/2019 | 12/2025 |
| New York Life Insurance Company | Scottsdale | AZ | 06/2018 | 12/2025 |
| Montana State University | Bozeman | MT | 08/2015 | 05/2019 |
| Costco Wholesale | Bozeman | MT | 09/2016 | 04/2019 |
| Montana's Rib & Chop House | Billings | MT | 05/2016 | 10/2016 |
| Retirement Solutions | Billings | MT | 06/2018 | 06/2021 |
| Eagle Strategies Llc | Scottsdale | AZ | 09/2020 | 12/2025 |
| Apex Riding Academy, Llc | Cave Creek | AZ | 03/2023 | Present |
| Famous Financial And Insurance Solutions | Scottsdale | AZ | 07/2019 | 12/2025 |
| Hornor, Townsend & Kent, Llc | Wilmington | DE | 12/2025 | Present |
INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: CAMBRIDGE FINANCIAL SERVICES | POSITION HELD: AGENT | ADDRESS: 2450 S GILBERT RD, #100, CHANDLER, AZ 85286 | START DATE: 12/08/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 40 | APPROX TRADING HRS PER MTH: 40 | DESCRIPTION OF DUTIES: ASSIST WITH INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS NAME OF ACTIVITY APEX RIDING ACADEMY | INVESTMENT RELATED: NO | DBA NAME: NA | POSITION HELD: INDEPENDENT CONTRACTOR | ADDRESS: 6055 E DYNAMITE BLVD, CAVE CREEK, AZ 85331 | START DATE: 03/18/2023 | NATURE OF ACTIVITY: HOURSEBACK RIDING LESSONS | APPROX HRS PER MTH: 10 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: PROVIDE HORSEBACK RIDING LESSONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-21 |
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