Derek Nelson

Current Employers

Employment History

• 10/2013 → 07/2019
  Sole Proprietor
  Goshen, NY
• 12/2015 → 10/2016
  Trac Asset Management Llc
  Westmont, IL
• 07/2019 → 05/2021
  Independent Insurance Agent
  Palm Harbor, FL
• 11/2017 → Present
  Penn Mutual Life Insurance Company
  Wilmington, DE
• 01/2026 → Present
  Hornor, Townsend, & Kent Llc
  Wilmington, DE

Previous Registrations

• 2013-08-02 → 2013-10-31
  National Planning Corporation
  Goshen, NY
  South Windsor, CT

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 5201 W KENNEDY BLVD, TAMPA, FL 33609 | START DATE: 05/31/2021 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 160 | APPROX TRADING HRS PER MTH: 128 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 2) INSURANCE BROKERAGE | DBA: RETIREMENT RISK PENTAGON | POSITION: PROPRIETOR/OWNER | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 30 | SECURITIES TRADING HOURS: 20 | START DATE: 08/03/2026 | ADDRESS: 5201 W. KENNEDY BLVD, SUITE 640, TAMPA FL 33609 | DESCRIPTION: INSURANCE SALES AND SERVICES, INCLUDING PENN MUTUAL PRODUCTS.

Exams

• S66 Uniform Combined State Law Examination
  2026-04-14
• S65 Uniform Investment Adviser Law Examination
  2022-03-26
• S63 Uniform Securities Agent State Law Examination
  1995-09-05

Other Names

• Derek Nelson