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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Straight Line Construction | San Antonio | TX | 04/2012 | 05/2017 |
| New York Life Insurance Co. | San Antonio | TX | 10/2018 | 10/2025 |
| Nylife Securities Llc | San Antonio | TX | 01/2019 | 10/2025 |
| Primerica | Laredo | TX | 05/2017 | 07/2018 |
| Fidelity&Guaranty Life Insurance | Euless | TX | 05/2017 | 07/2017 |
| Conns | San Antonio | TX | 08/2018 | 11/2018 |
| Eagle Strategies Llc | San Antonio | TX | 09/2024 | 10/2025 |
| Hornor, Townsend & Kent, Llc | Wilmington | DE | 10/2025 | Present |
INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINACIAL | POSITION HELD: AGENT | ADDRESS: 30 VESEY ST, 9TH FL, NEW YORK, NY 10007 | START DATE: 10/03/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 150 | APPROX TRADING HRS PER MTH: 150 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS INSURANCE BROKERAGE | POSITION: Agent DBA: Affluent Wealth Strategies | NATURE: insurance brokerage | INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 | START DATE: 11/01/2025 | ADDRESS: 30 Vesey St, 9th Floor, New York NY 10007 | DESCRIPTION: insurance sales and service . DBA marketing name
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-26 |
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