Craig John Schafer

Current Employers

Employment History

• 03/1997 → Present
  Schafer & Company
  Whitehall, PA
• 03/2013 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA
• 05/2013 → Present
  Hornor, Townsend & Kent Inc.
  Horsham, PA

Previous Registrations

• 2012-08-06 → 2013-04-19
  Park Avenue Securities Llc
  Whitehall, PA
  Whitehall, PA

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT | ADDRESS: 1550 POND ROAD SUITE 140 ALLENTOWN, PA 18104| START DATE: 2013 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 26-40 HRS | APPROX TRADING HRS PER MTH: 26-40 HRS | DESCRIPTION OF DUTIES: SALES AND SERVICE OF INSURANCE PRODUCTS FOR MULTIPLE CARRIERS INCLUDING THE PENN MUTUAL LIFE INSURANCE COMPANY. 2) CERTIFIED PUBLIC ACCOUNTANT | INVESTMENT RELATED: NO | DBA NAME: CRAIG J. SCHAFER & COMPANY | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 1550 POND ROAD SUITE 140 ALLENTOWN, PA | START DATE: 1986 | NATURE OF ACTIVITY: TAX PREPARATION | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS | DESCRIPTION OF DUTIES: TAX PREP & ACCOUNTING, CPA SERVICES & CONSULTING. 3)RETIREMENT PLAN CONSULTING AND INSURANCE BROKERAGE | DBA: 1847 WEALTH ADVOCATE | POSITION: AGENT | NATURE: RETIREMENT PLAN CONSULTING AND INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 100 | SECURITIES TRADING HOURS: 40 | START DATE: 05/06/2024 | ADDRESS: 1550 POND ROAD, SUITE 104, ALLENTOWN PA 18104 | DESCRIPTION: RETIREMENT PLAN CONSULTING, EMPLOYEE EDUCATION, PERSONAL FINANCIAL PLANNING, INSURANCE BROKERAGE. 4)TSS FINANCIAL PLANNING LLC | POSITION: PARTNER | NATURE: COMPANY TO PAY SHARED EXPENSES FOR OUR BUSINESS EXPENSES. ADMINISTRATIVE ONLY | INVESTMENT RELATED: NO | NUMBER OF HOURS: 2 | SECURITIES TRADING HOURS: 1 | START DATE: 10/31/2024 | ADDRESS: 1550 POND ROAD, SUITE 140, ALLENTOWN PA 18104 | DESCRIPTION: SOLE PURPOSE OF THE ENTITY IS TO PAY SHARED EXPENSES WITH 2 OTHER HTK REGISTERED PARTNERS. 5)INSURANCE BROKERAGE | DBA: ROCK CAPITAL GROUP | POSITION: FINANCIAL ADVISOR LISTED ON THE SITE, ONLY PURPOSE OF THE OBA | NATURE: THE SAME ACTIVITIES WE CONDUCT AT 1847FINANCIAL. MY INFORMATION IS GOING TO BE ON THE SITE WWW.ROCKCAPITALGRP.COM | INVESTMENT RELATED: YES | NUMBER OF HOURS: 0 | SECURITIES TRADING HOURS: 0 | START DATE: 09/08/2025 | ADDRESS: SUITE 140, 1550 POND ROAD, ALLENTOWN PA 18104 | DESCRIPTION: WWW.ROCKCAPITALGRP.COM, JUST LISTED ON THE SITE, I OPERATE AS 1847FINANCIAL.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-07-09
• S63 Uniform Securities Agent State Law Examination
  2006-01-26