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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2012-02-06 |
Branch Locations
110 Fieldcrest Ave Suite 20, Edison, NJ 08837 • 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 | 01/2012 | Present |
| Penn Mutual Life Ins Co | Horsham | PA | 01/2012 | Present |
1)INSURANCE BROKERAGE - DBA: PRIMARY FINANCIAL, INVESTMENT- RELATED, 110 FIELDCREST AVENUE, STE. 21, EDISON, NJ 08837, INSURANCE SALES AND SERVICES, WEALTH MANAGEMENT ADVISOR, START DATE: 02/01/2012 APPROXIMATE NUMBER OF HOURS/MONTH: MORE THAN 50, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: MORE THAN 50, DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2)INSURANCE BROKERAGE - DBA: 1847FINANCIAL, INVESTMENT- RELATED, 110 FIELDCREST AVENUE, STE. 21, EDISON, NJ 08837, INSURANCE SALES AND SERVICES, WEALTH MANAGEMENT ADVISOR, START DATE: 06/01/2024; APPROXIMATE NUMBER OF HOURS/MONTH: MORE THAN 50, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: MORE THAN 50, DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-12-11 |
| S65 | Uniform Investment Adviser Law Examination | 2006-10-09 |
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