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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-07-24 |
Branch Locations
112 North Main St Ste N, Goodlettsville, TN 37072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zale Dowlen, Jd, Mba | Goodlettsville | TN | 04/2008 | Present |
| Sequent Planning, Llc | Goodlettsville | TN | 08/2023 | Present |
| Hornor, Townsend, & Kent Llc | Wilmington | DE | 07/2026 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 112 NORTH MAIN ST, STE N, GOODLETTSVILLE, TN 37072 | START DATE: 07/14/2026 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 86 | APPROX TRADING HRS PER MTH: 46 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 2)ATTORNEY | INVESTMENT RELATED: NO | DBA NAME: ZALE DOWLEN, JD, MBA| POSITION HELD: OWNER | ADDRESS: 112 NORTH MAIN ST, STE N, GOODLETTSVILLE, TN 37072 | START DATE: 2008 | NATURE OF ACTIVITY: ATTORNEY | APPROX HRS PER MTH: 172 | APPROX TRADING HRS PER MTH: 172 | DESCRIPTION OF DUTIES: OFFERING ATTORNEY SERVICES. 3)BOARD MEMBER | INVESTMENT RELATED: NO | DBA NAME: CLUB 180 BOARD MEMBER| POSITION HELD: BOARD MEMBER | ADDRESS: 716 SCHOOL ROAD, CUMBERLAND, KY 40823 | START DATE: 2024 | NATURE OF ACTIVITY: CHILDREN’S MINISTRY BOARD MEMBER | APPROX HRS PER MTH: 0 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES NON-ACTIVE MEMBER OF THE BOARD. 4)CHURCH | INVESTMENT RELATED: NO | DBA NAME: GATEWAY CHRISTIAN CENTER| POSITION HELD: MEMBER/LEGAL COUNSEL | ADDRESS: 120 EAST AVE, GOODLETTSVILLE, TN 37072 | START DATE: 2020 | NATURE OF ACTIVITY: CHURCH | APPROX HRS PER MTH: 10 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: MEMBER FOR A MINISTRY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-25 |
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