David Patrick Shoup

Current Employers

Employment History

• 06/2003 → Present
  Hornor Townsend & Kent
  Plymouth Meeting, PA
• 06/2003 → Present
  Penn Mutual Life Insurance Company
  Plymouth Meeting, PA

Other Businesses

1) INSURANCE AND INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT | ADDRESS: 200 W LANCASTER AVE #204, WAYNE PA 19087 | START DATE: 2/2/1995 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS INCLUDING LIFE SETTLEMENTS EFFECTIVE 11/1/2022. 2) ESTATE STRATEGIES INC | INVESTMENT RELATED - YES | DBA NAME: ESTATE STRATEGIES INC | POSITION HELD: AGENT | ADDRESS: 200 WEST LANCASTER AVENUE STE 204 WAYNE PA 19087 | START DT: 1/2/2016 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE ESTATE STRATEGIES INC | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS | DESCRIPTION OF DUTIES: INSURANCE SALE AND SERVICE FOR LIFE INSURANCE, HEALTH INSURANCE, DISABILITY AND LTC INSURANCE INCLUDING PENN MUTUAL. 3) CAP / CLIENT ADVOCACY PARTNERS | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PARTNER-ALL 8 PARTNERS MEET TO EXCHANGE IDEAS THAT CAN BE OF HELP TO OUR | ADDRESS: 200 WEST LANCASTER AVE STE 204Wayne PA 19087 | START DATE: 2016-10-12 | NATURE OF ACTIVITY: OTHER-NETWORKING GROUP USED TO SHARE IDEAS | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 HOURS | DESCRIPTION OF DUTIES: ALL 8 PARTNERS MEET TO EXCHANGE IDEAS THAT CAN BE OF HELP TO OUR CLIENTS. THESE MEETINGS CONSIST OF SEMI-ANNUAL TWO AND HALF DAY MEETINGS AS WELL AS SEMI-ANNUAL SCHEDULED CONFERENCE CALLS. WE ALSO EXCHANGE IDEAS ON A CURRENT CASES VIA PHONE OR EMAIL ON A REGULAR BASIS. 4)INSURANCE BROKERAGE | DBA: CHRISTINE PALMER HENNIGAN | POSITION: AGENT | NATURE: SECURITIES AND LIFE INSURANCE SALES | INVESTMENT RELATED: YES | NUMBER OF HOURS: 2 | SECURITIES TRADING HOURS: 2 | START DATE: 10/17/2025 | ADDRESS: 115 WESTTOWN ROAD, 202, WEST CHESTER PA 19382 | DESCRIPTION: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS INCLUDING LIFE SETTLEMENTS. 5) TRUST AND WILL SERVICE | DBA: ESI CONSULTING | POSITION: PARTNER | NATURE: ATTORNEY/LEGAL SERVICES | INVESTMENT RELATED: NO | NUMBER OF HOURS: 5 | SECURITIES TRADING HOURS: 2 | START DATE: 05/13/2026 | ADDRESS: 200 WEST LANCASTER, #204, WAYNE PA 19087 | DESCRIPTION: TRUST AND WILL SERVICE | POSITION: PARTICIPANT NATURE: ATTORNEY/LEGAL SERVICES INVESTMENT RELATED: NO NUMBER OF HOURS: 5-8 START DATE: 05/13/2026 | ADDRESS: 200 WEST LANCASTER AVENUE SUITE 204, WAYNE,PA19087| DESCRIPTION: ESI CONSULTING, LLC IS PARTNERING WITH TRUST&WILL.COM TO OFFER BASIC ESTATE PLANNING AND REVOCABLE TRUSTS TO CLIENTS THROUGH TRUST&WILL.COM. ESI CONSULTING, LLC WILL INVOICE THESE SERVICES SEPARATELY AND COLLECT PAYMENTS SEPARATE FROM ANY OTHERS RECEIVED. ESI CONSULTING, LLC AND THE CLIENT WILL SIGN AGREEMENTS SEPARATE FROM ANY PROVIDED BY OR WITH HTK.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-01
• S63 Uniform Securities Agent State Law Examination
  1995-11-28

Designations