Best Investors
Account
Sign in
Best Investors
Account
Sign in
161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-08 |
| TX | RA | APPROVED | 2022-04-26 |
| OH | RA | APPROVED | 2022-04-11 |
Branch Locations
130 Springside Dr Suite 100, Akron, OH 44333 • 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 |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 11/2010 | Present |
| Penn Mutual Life Insurance Company | Horsham | PA | 08/2010 | Present |
1) 21ST CENTURY FINANCIAL, INVESTMENT-RELATED, 130 SPRINGSIDE DRIVE, STE. 100, AKRON, OH 44333, INSURANCE SALES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY, FINANCIAL ADVISOR/AGENT, START DATE: JULY 2010, APPROX. NUMBER OF HOURS/MONTH:160, APPROX. NUMBER OF HOURS/ MONTH DEVOTED DURING SECURITIES TRADING HOURS:160, DUTIES: SALE OF LIFE, DISABILITY, MEDICAL, LTC AND ANNUITY INSURANCE PRODUCTS. 2) EDUCATIONAL SEMINARS | INVESTMENT RELATED: NO | DBA NAME: PUBLIC PENSION CONSULTANTS, LLC | POSITION HELD: LECTURER | ADDRESS: 130 SPRINGSIDE DRIVE, STE. 100, AKRON, 44333, | START DATE: 2/12/2014 | NATURE OF ACTIVITY: FINANCIAL LECTURING | APPROX HRS PER MTH: 26-40 HRS | APPROX TRADING HRS PER MTH: 26-40 HRS | DESCRIPTION OF DUTIES: PROVIDE EDUCATIONAL SEMINARS ON EACH ENTITY'S RETIREMENT SYSTEM AND OFFER AN INDIVIDUAL CONSULTATION. 3) INSURANCE BROKERAGE - DBA: STRATEGIC FINANCIAL DESIGNS, LLC, INVESTMENT-RELATED, 381 MANSFIELD AVENUE, STE. 131, PITTSBURGH, PA 15220, INSURANCE SALES AND SERVICE, AGENT, START DATE: 10/06/14, APPROXIMATE NUMBER OF HOURS/MONTH: 10-25 APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 10-25 DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 4)1847INANCIAL, INVESTMENT-RELATED, 130 SPRINGSIDE DRIVE, STE. 100, AKRON, OH 44333, INSURANCE SALES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY, FINANCIAL ADVISOR/AGENT, START DATE: 07/01/2024, APPROX. NUMBER OF HOURS/MONTH:160, APPROX. NUMBER OF HOURS/ MONTH DEVOTED DURING SECURITIES TRADING HOURS:160, DUTIES: SALE OF LIFE, DISABILITY, MEDICAL, LTC AND ANNUITY INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-20 |
Reach out to this advisor