Best Investors
Account
Sign in
161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company | Wilmington | DE | 09/2024 | Present |
| Self Employed Minister | Ackerman | MS | 07/2024 | 09/2024 |
| First United Methodist Church | West Point | MS | 07/2016 | 06/2024 |
| Hornor, Townsend, & Kent Llc | Wilmington | DE | 09/2025 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 206 TENNYSON ROAD, ACKERMAN, MS 39735 | START DATE: 10/02/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 160 | APPROX TRADING HRS PER MTH: 130 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 2)PASTORAL CARE AND COUNSELING | INVESTMENT RELATED: NO | DBA NAME: N/A | POSITION HELD: MINISTER | ADDRESS: 206 TENNYSON ROAD, ACKERMAN, MS 39735 | START DATE: 07/2007 | NATURE OF ACTIVITY: PASTORAL CARE AND COUNSELING | APPROX HRS PER MTH: 5 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: PREACHING IN LOCAL CHURCHES, PROVIDING PASTORAL CARE AND PRESIDING AT WEDDINGS & FUNERALS. 3)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: THE QUANTUM | POSITION HELD: AGENT | ADDRESS: 18700 N HAYDON RD, SUITE 310, SCOTTSDALE, AZ 85255 | START DATE: 10/01/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 5 | APPROX TRADING HRS PER MTH: 2 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-08 |
Reach out to this advisor