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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-30 |
| PA | RA | APPROVED | 2018-07-30 |
Branch Locations
161 Washington Street Floor 11, Suite 1111, Conshohocken, PA 19428 • 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 |
|---|---|---|---|---|
| Parkland Securities/Spc | Ann Arbor | MI | 12/2013 | 02/2018 |
| Massmutual | Bala Cynwyd | PA | 11/2017 | 06/2018 |
| Mml Investors Services, Llc | Bala Cynwyd | PA | 02/2018 | 06/2018 |
| Bire Financial | Plymouth Meeting | PA | 12/2013 | 12/2017 |
| Penn Mutual Life Insurance Co | Horsham | PA | 06/2018 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 06/2018 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 161 WASHINGTON STREET FLOOR 11, SUITE 1111, CONSHOHOCKEN, PA 19428 | START DATE: 6/18/2018 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: 101-140 HRS |DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847 PRIVATE CLIENT GROUP | POSITION HELD: PARTNER | ADDRESS: 161 WASHINGTON STREET FLOOR 11, SUITE 1111, CONSHOHOCKEN, PA 19428 | START DATE: 5/12/2022 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-11-18 |
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