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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-30 |
| PA | RA | APPROVED | 2016-03-17 |
Branch Locations
1018 N Bethlehem Pike, #C1, Lower Gwynedd, PA 19002 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 02/2011 | Present |
| Penn Mutual Life Ins Co | Horsham | PA | 02/2011 | Present |
1)INSURANCE BROKERAGE DBA: REDWOOD FINANCIAL ADVISORS, LLC. INVESTMENT RELATED, 1018 N. BETHLEHEM PIKE, SUITE C1, LOWER GWYNEDD, PA 19002, INSURANCE SALES & SERVICE, MANAGING PARTNER: START DATE: AUGUST 2012, APPROX. NUMBER OF HOURS/MONTH: 10-25, APPROX. NUMBER OF HOURS/MONTH DURING SECURITIES TRADING HOURS: 10-25, DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-22 |
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