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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-07-24 |
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 |
|---|---|---|---|---|
| Metlife Securities Inc. | Cherry Hill | NJ | 09/1992 | 07/2017 |
| Mml Investors Services, Llc | Newtown Square | PA | 03/2017 | 07/2017 |
| Penn Mutual Life Insurance | Horsham | PA | 07/2017 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 07/2017 | 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: 2017-07-05 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE- | APPROX HRS PER MTH: 101-140 HOURS | APPROX TRADING HRS PER MTH: 101-140 HOURS | 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) BOARD MEMBER | INVESTMENT RELATED: NO | DBA NAME: FAITH HOPE LOVE CHINESE CHURCH | POSITION HELD: BOARD MEMBER/TRUSTEE- | ADDRESS: 5 N CONCORD AVE, HAVERTOWN, PA 19083 | START DATE: 2010-01-01 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION- | APPROX HRS PER MTH: 10-25 HOURS | APPROX TRADING HRS PER MTH: LESS THAN 10 HOURS | DESCRIPTION OF DUTIES: CHAIRMAN OF THE DEACON BOARD; HELP MANAGE IN THE DAY TO DAY ACTIVITIES OF CHURCH. 3) CONSULTANT | INVESTMENT RELATED: NO | DBA NAME: PROVIDING BUSINESS CONSULTING UNDER THE NAME LARRY SUN, CFP | POSITION HELD: PROPRIETOR/OWNER- | ADDRESS: 2290 OLD SENTINEL TRAIL, MALVERN , PA 19355 | START DATE: 2017-03-01 | NATURE OF ACTIVITY: OTHER-BUSINESS CONSULTANT | APPROX HRS PER MTH: LESS THAN 10 HOURS | APPROX TRADING HRS PER MTH: LESS THAN 10 HOURS | DESCRIPTION OF DUTIES: HELPING NEW/START UP BUSINESSES WITH GENERAL FINANCIAL MATTERS, EMPLOYEE MATTERS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-10-06 |
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