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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-03-14 |
Branch Locations
1018 N Bethlehem Pike, #C1, Lower Gwynedd, PA 19002 • United States
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 |
|---|---|---|---|---|
| Unemployed | London | 12/2018 | 05/2019 | |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2019 | 09/2023 |
| Northwestern Mutual Investment Services Llc | Lake Elmo | MN | 01/2020 | 09/2023 |
| River Cinema 15 | East Grand Forks | MN | 03/2015 | 05/2017 |
| Marsh And Mclennan Agency | Brooklyn Park | MN | 07/2018 | 09/2018 |
| Elliot Rhodes | London | 09/2018 | 12/2018 | |
| Student | Grand Forks | ND | 09/2003 | 07/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2020 | 09/2023 |
| Target Corp | Woodbury | MN | 10/2023 | 11/2023 |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 11/2023 | Present |
| Penn Mutual Life Insurance Company | Horsham | PA | 11/2023 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 161 WASHINGTON ST, SUITE 1111, CONSHOHOCKEN, PA 19428 | START DATE: 12/01/2023 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 160 | APPROX TRADING HRS PER MTH: 128 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE OF DISABILTY,ANNNUITIES & LIFE PRODUCTS INCLUDING PENN MUTUAL. 2)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: ESTATE STRATEGIES INC | POSITION HELD: AGENT | ADDRESS: 200 WEST LANCASTER AVE, SUITE 204, WAYNE, PA 19087 | START DATE: 12/01/2023 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 40 | APPROX TRADING HRS PER MTH: 40 | DESCRIPTION OF DUTIES:INSURANCE SALES AND SERVICE FOR LIFE INSURANCE, HEALTH INSURANCE, DISABILITY, AND LONG TERM CARE INCLUDING PENN MUTUAL. 3) TRUST AND WILL SERVICE | DBA: ESI CONSULTING, LLC | POSITION: EMPLOYEE | NATURE: ATTORNEY/LEGAL SERVICES | INVESTMENT RELATED: NO | NUMBER OF HOURS: 5 | SECURITIES TRADING HOURS: 5 | START DATE: 05/13/2026 | ADDRESS: 200 WEST LANCASTER AVENUE, WAYNE PA 19087 | DESCRIPTION: " TRUST AND WILL SERVICE | POSITION: PARTICIPANT NATURE: ATTORNEY/LEGAL SERVICES INVESTMENT RELATED: NO NUMBER OF HOURS: 5-8 START DATE: 05/13/2026 | ADDRESS: 200 WEST LANCASTER AVENUE SUITE 204, WAYNE,PA19087| DESCRIPTION: ESI CONSULTING, LLC IS PARTNERING WITH TRUST&WILL.COM TO OFFER BASIC ESTATE PLANNING AND REVOCABLE TRUSTS TO CLIENTS THROUGH TRUST&WILL.COM. ESI CONSULTING, LLC WILL INVOICE THESE SERVICES SEPARATELY AND COLLECT PAYMENTS SEPARATE FROM ANY OTHERS RECEIVED. ESI CONSULTING, LLC AND THE CLIENT WILL SIGN AGREEMENTS SEPARATE FROM ANY PROVIDED BY OR WITH HTK" 4)INSURANCE BROKERAGE | DBA: ESI | POSITION: ASSOCIATE | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 30 | SECURITIES TRADING HOURS: 20 | START DATE: 08/01/2024 | ADDRESS: 200 WEST LANCASTER AVENUE, SUITE 204, WAYNE PA 19087 | DESCRIPTION: SECURITIES + TRADE RELATED WORK CLIENT CORRESPONDENCE AND INTERACTION FINANCIAL PLANNING LIFE INSURANCE EVALUATION AND PLACEMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-14 |
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