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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | East Lansing | MI | 01/2014 | 12/2017 |
| Securities America, Inc. | East Lansing | MI | 12/2017 | 03/2020 |
| Securities America Advisors | East Lansing | MI | 12/2017 | 03/2020 |
| Maner Wealth Llc | Lansing | MI | 03/2020 | 01/2026 |
| Hornor, Townsend & Kent Llc | Wilmington | DE | 01/2026 | Present |
INSURANCE BROKERAGE | DBA: INDEPENDANCE FINANCIAL LLC | POSITION: AGENT | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 2 | SECURITIES TRADING HOURS: 2 | START DATE: 02/01/2026 | ADDRESS: 1488 W SOUTH PARK AVE, OSHKOSH WI | DESCRIPTION: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 2) ADJUNCT BOARD MEMBER | INVESTMENT RELATED: NO | DBA NAME: VALLEY CHRISTIAN SCHOOL | POSITION HELD: ADJUNCT BOARD MEMBER | ADDRESS: 3450 VINLAND ST, OSHKOSH, WI 54901 | START DATE: 11/01/2025 | NATURE OF ACTIVITY: PRIVATE SCHOOL BOARD | APPROX HRS PER MTH: 5 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: SUPPORT THE FUTURE DIRECTION OF THE SCHOOL, ATTEND BOARD MEETINGS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-21 |
| S66 | Uniform Combined State Law Examination | 2012-12-27 |
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