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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-03-06 |
Branch Locations
420 East Park Ave Suite 306, Greenville, SC 29601 • 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 |
|---|---|---|---|---|
| Mountain Island Lacrosse | Charlotte | NC | 08/2009 | 06/2019 |
| New York Life Insurance Company | Charlotte | NC | 12/2019 | 02/2023 |
| Nylife Securities Llc. | Charlotte | NC | 01/2021 | 02/2023 |
| State Farm | Charlotte | NC | 06/2019 | 11/2019 |
| Equity Services Inc | Montpelier | VT | 04/2024 | 08/2025 |
| National Life Group | Charlotte | NC | 04/2024 | 08/2025 |
| Rbc Consulting Group | Charlotte | NC | 02/2023 | 04/2024 |
| Hornor, Townsend, & Kent Llc | Wilmington | DE | 09/2025 | Present |
INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 420 EAST PARK AVE, SUITE 306, GREENVILLE, SC | START DATE: 09/04/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 160 | APPROX TRADING HRS PER MTH: 32.5 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-19 |
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