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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-29 |
| AZ | RA | APPROVED | 2010-08-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 08/2010 | Present |
| Penn Mutual Life Ins Co | Horsham | PA | 08/2010 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: CAMBRIDGE FINANCIAL SERVICES | POSITION HELD: PARTNER- | ADDRESS: 2450 S. GILBERT ROAD, STE 100, CHANDLER, AZ 85286 | START DATE: 2011-05-01 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE- | APPROX HRS PER MTH: 41-100 HOURS | APPROX TRADING HRS PER MTH: 41-100 HOURS | DESCRIPTION OF DUTIES: SALE OF LIFE, HEALTH, DISABILITY AND LTC INSURANCE PRODUCTS INCULDING PENN MUTUAL. 2) DIRECTOR OF FINANCIAL PLANNING | INVESTMENT RELATED: NO | DBA NAME: J. BRANDON CLARKE FINANCIAL CONSULTING | POSITION HELD: EMPLOYEE- | ADDRESS: | START DATE: 2016-04-19 | NATURE OF ACTIVITY: OTHER-FINANCIAL SERVICE | APPROX HRS PER MTH: 41-100 HOURS | APPROX TRADING HRS PER MTH: 41-100 HOURS | DESCRIPTION OF DUTIES: FACILITATE PLANNING INITIATIVES WITH CLIENTS WHO NEED FULL FINANCIAL PLAN ,ASSIST AND SUPPORT REPS WITH DAY TO DAY BUSINESS. 3) AMERICAN LEADERSHIP ACADEMY | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: BOARD OF DIRECTORS | ADDRESS: 2250 E GERMANN RD., SUITE 14 CHANDLER, AZ 85286 | START DATE: 4/29/2019 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: THE ALA BOARD IS RESPONSIBLE FOR THE OPERATIONAL, ACADEMIC, AND FINANCIAL PERFORMANCE OF ALA. THIS INCLUDES ITEMS LIKE POLICY DECISIONS AND APPROVING THE ANNUAL BUDGET, BUT DOES NOT INCLUDE AUTHORITY OVER EXECUTIVES. PURSUANT TO THE SERVICE PROVIDER AGREEMENT, THE ALA BOARD IS REQUIRED TO APPROVE STAFFING DECISIONS AT THE CAMPUS DIRECTOR AND ASSISTANT DIRECTOR LEVEL, BUT NOT THE EXECUTIVE LEVEL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-18 |
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