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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED_RES | 2023-07-12 |
Branch Locations
30 Vesey St 9Th Floor, New York, NY 10007 • United States
520 Broadway Suite 200, Santa Monica, CA 90401 • United States
2 Embarcadero Center 9Th Flr, San Francisco, CA 94111 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services | Los Angeles | CA | 02/2015 | 07/2023 |
| Mass Mutual Life Insurance Company | Los Angeles | CA | 10/2014 | 07/2023 |
| Lenox Advisors, Inc/Mass Mutual | Los Angeles | CA | 10/2014 | 07/2023 |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 07/2023 | Present |
| Penn Mutual Life Insurance Company | Horsham | PA | 05/2023 | Present |
1) NAME OF ACTIVITY INSURANCE SALES & SERVICE| INVESTMENT RELATED: YES | DBA NAME: PRIVATE LABEL WEALTH MANAGEMENT | POSITION HELD: AGENT/FOUNDER | ADDRESS: 30 VESEY ST, 9TH FLOOR, NEW YORK, NY 10007 | START DATE: 07/06/2023 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 50 | APPROX TRADING HRS PER MTH: 40 | DESCRIPTION OF DUTIES: INSURANCE BROKERAGE DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS." PRIVATE LABEL WEALTH MANAGEMENT USED AS A MARKETING NAME ONLY 2) TAX MITIGATION & MANAGEMENT | DBA: Park Hill | POSITION: Consultant | NATURE: Tax Mitigation & Management | INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 11/15/2025 | ADDRESS: 520 Broadway, Floor 2, Santa Monica CA 90401 | DESCRIPTION: Tax Mitigation & Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-15 |
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