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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-21 |
| NJ | RA | APPROVED | 2024-06-12 |
Branch Locations
110 Fieldcrest Ave Suite 20, Edison, NJ 08837 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Office Tavern And Grill | Ridgewood | NJ | 11/2017 | 11/2019 |
| Olive Garden | Wayne | NJ | 05/2011 | 05/2017 |
| Unemployed | Orange | NJ | 06/2017 | 10/2017 |
| Axa Advisors Llc. | New York | NY | 03/2019 | 11/2019 |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 02/2020 | Present |
| Penn Mutual Life Insurance Company | Horsham | PA | 11/2019 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: BECERRA FINANCIAL SERVICES| POSITION HELD: AGENT | ADDRESS: 110 FIELDCREST AVE; SUITE 20; EDISON, NJ, USA, 08837 | START DATE: 01/19/2023 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: 101-140 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2) WOMEN RISING BOARD MEMBER | POSITION: TRUSTEE | NATURE: BOARD OF TRUSTEE MEMBER OF NON PROFIT | INVESTMENT RELATED: NO | NUMBER OF HOURS: 10 | SECURITIES TRADING HOURS: 0 | START DATE: 01/15/2025 | ADDRESS: 110 FIELDCREST AVE; SUITE 20; EDISON, NJ, USA, 08837 | DESCRIPTION: MEMBER OF THE BOARD AND HANDLING THE RESPONSIBILITIES OF THE BOARD. 3) INSURANCE BROKERAGE | DBA: Ark Wealth Solutions | POSITION: Agent | NATURE: Life Insurance brokerage | INVESTMENT RELATED: No | NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/13/2025 | ADDRESS: 110 Fieldcrest Ave, Suite 20, Edison NJ 08837 | DESCRIPTION: I am moving to a new DBA within HTK/Penn Mutual. Ark Wealth Solutions 4) FINANCIAL SERVICES | DBA: Ark Wealth Solutions | POSITION: Agent | NATURE: Life Insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/13/2025 | ADDRESS: 110 Fieldcrest Ave, Suite 20, Edison NJ 08837 | DESCRIPTION: I am switching dbas to Ark Wealth Solutions. I will be performing the same responsibilities and activities as before
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-02 |
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