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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-22 |
| AZ | RA | APPROVED | 2026-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Growthday Inc | Napa | CA | 01/2024 | 05/2025 |
| West Usa Realty | Chandler | AZ | 05/2024 | Present |
| Mld Mortgage Inc Dba The Money Store | Florham Park | NJ | 07/2022 | 12/2023 |
| Celebrity Home Loans Dba Neo Home Loans | Oakbrook Terrace | IL | 02/2021 | 07/2022 |
| Loandepot | Foothill Ranch | CA | 08/2019 | 01/2021 |
| Caliber Home Loans | Coppell | TX | 06/2015 | 07/2019 |
| Hornor, Townsend & Kent, Llc | Wilmington | DE | 09/2025 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: CAMBRIDGE FINANCIAL SERVICES | POSITION HELD: AGENT | ADDRESS: 2450 S GILBERT RD, SUITE 100, CHANDLER, AZ 85286 | START DATE: 09/16/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 25 | APPROX TRADING HRS PER MTH: 25 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2) NAME OF ACTIVITY CTR ADVISORY GROUP, LLC | INVESTMENT RELATED: NO | DBA NAME: NA | POSITION HELD: OWNER/CONSULTANT | ADDRESS: 2493 E RAVENSWOOD DR, GILBERT, AZ 85298 | START DATE: 10/2025 | NATURE OF ACTIVITY: IT'S A CONSULTING COMPANY THAT ADVISES SENIOR MANAGEMENT ON OPERATIONAL EFFICIENCIES AND STRATEGIES | APPROX HRS PER MTH: 20 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: BUSINESS CONSULTANT & PROJECT MANAGEMENT; ADVISING COMPANIES TO HELP IMPROVE OPERATIONAL EFFICIENCIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-29 |
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