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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-01-10 |
| PA | RA | APPROVED | 2019-10-04 |
Branch Locations
161 Washington Street Floor 11, Suite 1111, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Putnam Retail Management | Boston | MA | 05/2015 | 07/2018 |
| Ameriprise Financial Services Inc | Plymouth Meeting | PA | 07/2018 | 07/2019 |
| Penn Mutual Life Insurance Co | Horsham | PA | 08/2019 | Present |
| Hornor Townsend & Kent Llc | Horsham | PA | 09/2019 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT | ADDRESS: 161 WASHINGTON STREET FLOOR 11, SUITE 1111, CONSHOHOCKEN, PA 19428 | START DATE: 8/30/2019 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: OVER 140 HRS | DESCRIPTION OF DUTIES: SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO. 2) TRANSPORT/HAULING | INVESTMENT RELATED: NO | DBA NAME: TRS TRANSPORT, LLC | POSITION HELD:PROPRIETOR/OWNER | ADDRESS: 598 GREGORY LANE, DEVON, PA 19333 | START DATE: 6/1/2018 | NATURE OF ACTIVITY:SERVICE INDUSTRY | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: UTILIZING TRAILER TO HAUL TO JUNK YARD'S BUSINESS WOODEN PALLETS TO PROVIDE BUSINESS SHOP SPACE. 3) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: TUSK WEALTH MANAGEMENT | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 161 WASHINGTON STREET FLOOR 11, SUITE 1111, CONSHOHOCKEN, PA 19428| START DATE: 3/11/2022 | NATURE OF ACTIVITY: OTHER ENITITY | APPROX HRS PER MTH: 160 | APPROX TRADING HRS PER MTH: 160 | DESCRIPTION OF DUTIES: MARKETING: SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-31 |
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