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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2010-08-20 |
Branch Locations
8906 Spanish Ridge Ave Suite 100, Las Vegas, NV 89148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 08/2010 | Present |
| Penn Mutual Life Ins Co | Horsham | PA | 08/2010 | Present |
1) INSURANCE BROKERAGE- | INVESTMENT RELATED: YES | DBA NAME: REDSTONE FINANCIAL GROUP, | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 8906 SPANISH RIDGE AVE, STE 100, LAS VEGAS, NV 89148 | START DATE: 08/01/2010 | NATURE OF ACTIVITY: DISABILITY/HEALTH INSURANCE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: SALE OF LIFE, HEALTH, DISABILITY, LTC AND ANNUITIES. 2) WINFIELD C. GREENWOOD, LLC | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 8906 SPANISH RIDGE AVE, STE 100, LAS VEGAS, NV 89148 | START DATE: 9/1/2018 | NATURE OF ACTIVITY: OTHER - | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: PERSONAL CORPORATION TO PAY EXPENSES AND PAYROLL. 3) GREENWOOD BUSINESS CONSULTING | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: OFFICER /EMPLOYEE | ADDRESS: 8906 SPANISH RIDGE AVE, STE 100, LAS VEGAS, NV 89148| START DATE: 7/27/2020 | NATURE OF ACTIVITY: SERVICE INDUSTRY | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: REVIEW FINANCIAL DOCUMENTS FOR THE BUSINESS (BALANCE SHEET, P&L LIST, ETC.). OVERSEE SALES DIRECTORS. NONINVESTMENT RELATED. 4) LOCUMTENENSWEALTHMANAGEMENT.COM | INVESTMENT RELATED: YES | DBA NAME:LOCUMTENENSWEALTHMANAGEMENT.COM | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 8906 SPANISH RIDGE AVE, STE 100, LAS VEGAS, NV 89148 | START DATE: 7/7/2021 | NATURE OF ACTIVITY: SERVICE INDUSTRY | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: MARKETING & EMAIL MARKETING PURPOSES ONLY 5) LANDLORD | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PARTNER | ADDRESS: 161 IRISH TRAIL, BRIAN HEAD, UT 84719 | START DATE: 1/15/2022 | NATURE OF ACTIVITY: RENTAL PROPERTY | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: | MANAGE RENTAL PROPERTIES FOR EITHER LONG-TERM OR SHORT-TERM RENTALS. 6) FDN ADVISORS LLC | INVESTMENT RELATED: YES | DBA NAME: FDN ADVISORS LLC | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 8906 SPANISH RIDGE AVE SUITE 100, LAS VEGAS, NV 89148 | START DATE: 9/2/2022 | NATURE OF ACTIVITY: PAA RELATIONSHIP | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: I WILL HANDLE THE LIFE AND DISABILITY INSURANCE PLANNING. ALL SECURITIES RELATED DISCUSSIONS WILL BE DONE THROUGH AND SOLICITED PROPERLY THROUGH HTK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-14 |
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