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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor, Townsend, & Kent Llc | Wilmington | DE | 02/2025 | Present |
| Jefferys & Associates, P.C. | Exton | PA | 07/1993 | Present |
1)1847FINANCIAL | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL SERVICES, LLC | POSITION HELD: AGENT | ADDRESS: 318 EXTON COMMONS, EXTON, PA 19341 | START DATE: 02/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 20 | APPROX TRADING HRS PER MTH: 10 | DESCRIPTION OF DUTIES: MARKETING NAME FOR SECURITIES BUSINESS. 2)JEFFERYS FINANCIAL | INVESTMENT RELATED: YES | DBA NAME: JEFFERYS FINANCIAL SERVICES, LLC | POSITION HELD: AGENT | ADDRESS: 318 EXTON COMMONS, EXTON, PA 19341 | START DATE: 02/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 20 | APPROX TRADING HRS PER MTH: 10 | DESCRIPTION OF DUTIES: ENTITY FOR IAR SECURITIES PAYMENTS & BOOKKEEPING. 3)CPA PRACTICE | INVESTMENT RELATED: NO | DBA NAME: JEFFERYS & ASSOCIATES, P.C. | POSITION HELD: OWNER | ADDRESS: 318 EXTON COMMONS, EXTON, PA 19341 | START DATE: 1/1/1994 | NATURE OF ACTIVITY: CPA PRACTICE | APPROX HRS PER MTH: 40 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: CPA PRACTICE; PREPARE RETURNS & ACCOUNTING SERVICES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-01-06 |
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