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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-12-15 |
Branch Locations
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
918 Maple St., Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 08/2018 | Present |
| United States Army National Guard | Lebanon | PA | 02/2017 | 05/2019 |
| United States Army National Guard | Kutztown | PA | 05/2013 | 01/2017 |
| Kutztown University | Kutztown | PA | 02/2014 | 05/2018 |
| Hornor Townsend & Kent Inc | Horsham | PA | 01/2019 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT | ADDRESS: 161 WASHINGTON STREET SUITE 700, CONSHOHOCKEN, PA 19428| START DATE: 2/7/2019 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: OVER 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-03 |
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