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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-27 |
| PA | RA | APPROVED | 2024-08-07 |
Branch Locations
302 Spruce Street, Doylestown, PA 18901 • United States
1550 Pond Road Suite 140, Allentown, PA 18104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Atlantic Distributors, Llc | Berwyn | PA | 03/2015 | 07/2023 |
| Global Atlantic Financial Group | Berwyn | PA | 03/2015 | 07/2023 |
| Lincoln Investment | Fort Washington | PA | 04/2024 | 05/2024 |
| Unemployed | Havertown | PA | 07/2023 | 04/2024 |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 05/2024 | Present |
| Penn Mutual Life Insurance Company | Horsham | PA | 05/2024 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 1550 POND ROAD, SUITE 140, ALLENTOWN, PA 18104 | START DATE: 05/20/2024 | 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) ACCOUNTING SERVICES | POSITION: EMPLOYEE | NATURE: CPA/ACCOUNTING SERVICES | INVESTMENT RELATED: NO | NUMBER OF HOURS: 10 | SECURITIES TRADING HOURS: 0 | START DATE: 02/01/2025 | ADDRESS: 302 SPRUCE STREET, DOYLESTOWN PA 18901 | DESCRIPTION: TAX PREP AND ACCOUNTING SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-25 |
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