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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-23 |
Branch Locations
5201 West Kennedy Blvd Suite 640, Tampa, FL 33609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company | Wilmington | DE | 11/2018 | Present |
| Usf Tampa | Tampa | FL | 08/2018 | 05/2023 |
| Ascend Academy Charter School | Margate | FL | 01/2017 | 07/2018 |
| Mathnasium Of Andorra | Philadelphia | PA | 07/2011 | 10/2016 |
| Unemployed | Margate | FL | 10/2016 | 12/2016 |
| Hornor Townsend & Kent Llc | Wilmington | DE | 05/2019 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 5201 WEST KENNEDY BLVD SUITE 640, TAMPA, FL 33609 | START DATE: 5/9/2019 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: OVER 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. 2)INSURANCE BROKERAGE | DBA: COMAC FINANCIAL | POSITION: PARTNER | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 160 | SECURITIES TRADING HOURS: 140 | START DATE: 06/01/2024 | ADDRESS: 5201 WEST KENNEDY BLVD SUITE 640, TAMPA, FL 33609 | DESCRIPTION: WEALTH MANAGEMENT (LONG TERM CARE INSURANCE, DISABILITY INSURANCE, LIFE INSURANCE, INVESTMENTS, AND RETIREMENT/COLLEGE PLANNING FOR FAMILIES AND BUSINESS PLANNING FOR ENTREPRENEURS). 3)BOARD MEMBER | POSITION: BOARD MEMBER | NATURE: I'M ON THE BOARD OF A NON-PROFIT ORGANIZATION CALLED I&I INTERNATIONAL THAT PROVIDES EDUCATIONAL SERVICES TO UNDER SERVED POPULATIONS | INVESTMENT RELATED: NO | NUMBER OF HOURS: 10 | SECURITIES TRADING HOURS: 2 | START DATE: 08/28/2025 | ADDRESS: , TAMPA FL | DESCRIPTION: PROVIDING GUIDANCE, CONNECTIONS, DONATIONS, AND RESOURCES TO HELP THE ORGANIZATION AND CHILDREN THRIVE. 4)SUNSHINE SISTAS, LLC | POSITION: PROPRIETOR/OWNER | NATURE: SOCIAL; THIS IS A COMPANY I CREATED TO ALLOW WOMEN TO COME TOGETHER FOR WONDERFUL EXPERIENCES AND EDUCATIONAL, WELLNESS SEMINARS | INVESTMENT RELATED: NO | NUMBER OF HOURS: 15 | SECURITIES TRADING HOURS: 0 | START DATE: 07/26/2025 | ADDRESS: 10410 EDGEFIELD PL, TAMPA FL 33626 | DESCRIPTION: I ORGANIZE THE EXPERIENCES AND SEMINARS FOR THE GROUP. I ALSO ATTEND THEM. IN 2026, I PLAN ON CHARGING A MEMBERSHIP FEE TO PARTICIPATE IN THE EXPERIENCES AND SEMINARS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-30 |
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