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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-30 |
| OH | RA | APPROVED | 2022-02-22 |
Branch Locations
25201 Chagrin Blvd Suite 370, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Horsham | PA | 04/2014 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 04/2014 | Present |
1) MILESTONES NON-PROFIT | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: BOARD MEMBER | ADDRESS: 4853 GALAXY PARKWAY, SUITE A WARRENSVILLE HEIGHTS, OH 44128 | START DATE: 12/1/2021 | NATURE OF ACTIVITY:CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 |DESCRIPTION OF DUTIES: ATTEND BOARD MEETINGS. 2)DBA - FORTITUDE WEALTH MANAGEMENT | POSITION: PROPRIETOR/OWNER | NATURE: ESTABLISHING A DBA FOR MY FINANCIAL ADVISING PRACTICE. IN ACCORDANCE TO THE STANDARDS AS AN HTK REGISTERED REPRESENTATIVE. ADTRAX APPROVAL CODE - 6082724RG_NOV27I HAVE CHECKED WITH THE STATE OF OHIO AND NAME IS AVAILABLE. AFTER OBA APPROVAL I WILL FORMALLY FILE NAME WITH THE STATE OF OHIO. | INVESTMENT RELATED: YES | NUMBER OF HOURS: 160 | SECURITIES TRADING HOURS: 160 | START DATE: 12/01/2023 |ADDRESS: 25201 CHAGRIN BLVD SUITE 370, BEACHWOOD, OH 44122 | DESCRIPTION: I WILL OPERATE IN THE SAME MANNER OF BUSINESS I CURRENTLY OPERATE AS A HTK REGISTERED REP. I WOULD LIKE TO DO SO UNDER THE NAME FORTITUDE WEALTH MANAGEMENT. 3)CITY OF MAYFIELD HTS. BOARD OF ZONING/HOUSING APPEALS | POSITION: I AM A RESIDENT AND WAS ASKED TO SERVE. | NATURE: CIVIC DUTY. | INVESTMENT RELATED: NO | NUMBER OF HOURS: 2 | SECURITIES TRADING HOURS: 0 | START DATE: 11/12/2024 | ADDRESS: 6154 MAYFIELD RD., MAYFIELD HTS. OH 44124 | DESCRIPTION: HEAR AND VOTE ON ZONING APPEALS PRIOR TO THEM REACHING CITY COUNCIL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-17 |
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