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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-18 |
Branch Locations
16633 N Dallas Parkway Suite 525, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Co | Dallas | TX | 03/2014 | 05/2019 |
| Mml Investors Services, Llc | Dallas | TX | 06/2015 | 05/2019 |
| Penn Mutual Life Insurance Co | Horsham | PA | 06/2019 | Present |
| Hornor Townsend & Kent Llc | Horsham | PA | 12/2019 | Present |
1) INSURANCE AND INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: PENN MUTUAL WEALTH STRATEGIES | POSITION HELD: AGENT/VICE PRESIDENT | ADDRESS: 16633 N DALLAS PARKWAY, SUITE 525, ADDISON, TX 75001 | START DATE: 12/6/2019 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2)INSURANCE AND INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT/VICE PRESIDENT | ADDRESS: 16633 DALLAS PARKWAY, SUITE 525, ADDISON, TX 75001 | START DATE: 01/01/2024 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-21 |
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