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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-04-30 |
| TN | RA | APPROVED | 2025-11-24 |
Branch Locations
8 Arch Street, Huntsville, AL 35806 • United States
133 Holiday Court Suite 204, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services Inc. | Fort Worth | TX | 10/2024 | 01/2025 |
| Bankers Life | Brentwood | TN | 08/2024 | 10/2024 |
| Amazon | Lebanon | TN | 08/2022 | 07/2024 |
| U.S. Army | San Antonio | TX | 02/2001 | 08/2022 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 01/2025 | 10/2025 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 01/2025 | 10/2025 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 01/2025 | 10/2025 |
| Hornor, Townsend, & Kent Llc | Wilmington | DE | 11/2025 | Present |
| Penn Mutual Life Inusrance Company | Wilmington | DE | 04/2025 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 133 HOLIDAY CT, STE 204, FRANKLIN, TN 37067 | START DATE: 10/28/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 160 | APPROX TRADING HRS PER MTH: 80 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 2)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: FOCUS FINANCIAL GROUP | POSITION HELD: AGENT | ADDRESS: 133 HOLIDAY CT, STE 204, FRANKLIN, TN 37067 | START DATE: 10/28/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 160 | APPROX TRADING HRS PER MTH: 80 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-17 |
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