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1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Community Bank & Trust | Waco | TX | 04/2016 | 05/2024 |
| Hornor, Townsend & Kent, Llc | Horsham | PA | 05/2024 | 09/2025 |
| Penn Mutual Life Insurance Company | Horsham | PA | 05/2024 | Present |
| Founders Financial Securities Llc | Towson | MD | 09/2025 | Present |
1)DBA NAME: TwentyOne5 Wealth Management, Investment Related, Insurance Brokerage, Position held: Financial Advisor and Insurance Agent, 6801 Sanger Ave Suite 105, Waco, TX.76710, Start date: 06/04/2024, Nature of activity: Insurance Brokerage, Approx hrs/month: 80, approx hours during trading hours: 30, Description of duties: Investment Advisory Services, Insurance Sales and Service.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-08-20 |
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