Best Investors
Account
Sign in
161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2014-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company | Horsham | PA | 02/2014 | Present |
| Hornor, Townsend & Kent, Inc | Horsham | PA | 02/2014 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 21ST CENTURY FINANCIAL | POSITION HELD: AGENT | ADDRESS: 1900 POLARIS PARKWAY #450, COLUMBUS, OH 43240 | START DATE: 02/03/2014 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: OVER 140 HRS | DESCRIPTION OF DUTIES: SALES & SERVICE OF LIFE, ACCIDENT, HEALTH/DI AND ANNUITY CLIENT ACCOUNTS. 2) JAYCEES NORTH COLUMBUS, & NORTH COLUMBUS JAYCEES HOUSING BOARD | | INVESTMENT RELATED: NO | DBA NAME:| POSITION HELD: BOARD MEMBER | ADDRESS: 5905 BEECHCROFT RD COLUMBUS, OH 43229 | START DATE: 1/1/2014 | NATURE OF ACTIVITY: COMMUNITY GROUP | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: MEMBER OF THE JAYCEES DISCUSS MATTER RELATING TO COMMUNITY SERVICE 3) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: VIGILANT WEALTH PARTNERS | POSITION HELD:AGENT | ADDRESS: 1900 POLARIS PARKWAY #450, COLUMBUS, OH 43240 | START DATE: 2/8/2021 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: : SALES & SERVICE OF LIFE, ACCIDENT, HEALTH/DI AND ANNUITY FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 4) LANDLORD | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 19125 FAIRMOUNT BLVD SHAKER HEIGHTS, OH 44118 | START DATE: 11/1/2021 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: MAINTAIN PROPERTY COLLECT RENTS. 5) INSURANCE BROKERAGE | DBA: ON TRACK WEALTH STRATEGIES | POSITION: PROPRIETOR/OWNER | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 160 | SECURITIES TRADING HOURS: 100 | START DATE: 02/25/2026 | ADDRESS: 3 EASTON OVAL, SUITE #227, COLUMBUS OH | DESCRIPTION: SALES OF INSURANCE PRODUCTS AND ANNUITIES, INVESTMENTS, FINANCIAL PLANNING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-11-21 |
| S65 | Uniform Investment Adviser Law Examination | 2008-10-24 |
Reach out to this advisor