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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-03-26 |
| MO | RA | APPROVED | 2024-07-26 |
Branch Locations
4000 West 114Th Street Suite 140, Leawood, KS 66211 • 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 |
|---|---|---|---|---|
| Principal Life Ins Co | Overland Park | KS | 02/2013 | 07/2017 |
| Princor Financial Services Corp | Overland Park | KS | 02/2013 | 07/2017 |
| Woodbury Financial Services Inc | Overland Park | KS | 07/2017 | 07/2018 |
| Belzeski Simmons | Overland Park | KS | 07/2018 | 05/2022 |
| Guardian Life Insurance Company | Olathe | KS | 02/2020 | 05/2022 |
| Park Avenue Securities | Olathe | KS | 04/2020 | 05/2022 |
| Massmutual Life Insurance Company | Overland Park | KS | 05/2022 | 04/2024 |
| Mml Investors Services, Llc | Overland Park | KS | 05/2022 | 04/2024 |
| Penn Mutual Life Insurance Company | Horsham | PA | 06/2024 | Present |
| Hornor, Townsend & Kent, Llc | Horsham | PA | 07/2024 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 4000 W 114TH ST, SUITE 140, LEAWOOK, KS 66211 | START DATE: 06/17/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 80 | APPROX TRADING HRS PER MTH: 50 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2) INSURANCE BROKERAGE| POSITION: Partner | DBA: Total Financial Partners | NATURE: Life Insurance brokerage | INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/14/2025 | ADDRESS: 4000 W 114th, 140, Leawood KS 66211 |DESCRIPTION: Life insurance sales & Financial Advisory work with specific market place in Kansas.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-27 |
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