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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-01-04 |
Branch Locations
130 Springside Dr Suite 100, Akron, OH 44333 • 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 |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2014 | 07/2017 |
| Northwestern Mutual Investment Services Llc | Canton | OH | 11/2014 | 07/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2016 | 07/2017 |
| American United Life | Westlake | OH | 07/2017 | 11/2019 |
| Oneamerica Securities | Westlake | OH | 07/2017 | 11/2019 |
| Park Avenue Securities | Beachwood | OH | 11/2019 | 12/2022 |
| Guardian Life Insurance Company | Beachwood | OH | 10/2019 | 12/2022 |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 12/2022 | Present |
| Penn Mutual Life Isnurance Company | Horsham | PA | 12/2022 | Present |
1) INSURANCE & INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: 21ST CENTURY FINANCIAL | POSITION HELD: AGENT | ADDRESS: 130 SPRINGSIDE DRIVE, STE. 100, AKRON, OH 44333 | START DATE: 12/20/2022 | 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 AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 2) INSURANCE & INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 130 SPRINGSIDE DRIVE, STE. 100, AKRON, OH 44333 | START DATE: 07/09/2024 | 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 AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-01-05 |
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