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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-14 |
| TX | RA | APPROVED | 2025-03-11 |
| PA | RA | APPROVED | 2025-01-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Coventry First | Fort Washington | PA | 08/2018 | 10/2024 |
| Independence Blue Cross | Philadelphia | PA | 04/2013 | 08/2018 |
| Penn Mutual Life Insurance Company | Horsham | PA | 09/2024 | Present |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 11/2024 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 161 WASHINGTON ST, SUITE 1111, FLR 11, CONSHOHOCKEN, PA 19428 | START DATE: 10/01/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 100 | APPROX TRADING HRS PER MTH: 90 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 2)INSURANCE BROKERAGE | DBA - 1847 PRIVATE CLIENT GROUP | POSITION: AGENT | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 160 | SECURITIES TRADING HOURS: 100 | START DATE: 01/23/2025 | ADDRESS: 161 WASHINGTON STREET, STE 1111, CONSHOHOCKEN PA 19428 | DESCRIPTION: SALES OF INSURANCE PRODUCTS AND ANNUITIES, INVESTMENTS, FINANCIAL PLANNING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-15 |
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