Best Investors
Account
Sign in
161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-05-20 |
Branch Locations
1550 Pond Road Suite 140, Allentown, PA 18104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor, Townsend & Kent, Llc | Horsham | PA | 05/2013 | Present |
| Penn Mutual Life Insurance Company | Horsham | PA | 04/2013 | Present |
1) INSURANCE BROKERAGE DBA 1847FINANCIAL, INVESTMENT RELATED, 1550 POND ROAD SUITE 140 ALLENTOWN, PA, 18104, INSURANCE, AGENT, START DATE: 2/2/13. HOURS SPENT ON ACTIVITY PER MONTH: 160; HOURS SPENT ON ACTIVITY PER MONTH DURING TRADING HOURS: 160. DUTIES: SALES AND SERVICE OF INSURANCE PRODUCTS FOR MULTIPLE CARRIERS INCLUDING THE PENN MUTUAL LIFE INSURANCE COMPANY. 2) LIVE LEARN AND PLAY | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: BOARD MEMBER/TRUSTEE- | ADDRESS: SOUTH MALL ALLENTOWN, PA | START DATE: 2014-01-01 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION- | APPROX HRS PER MTH: LESS THAN 10 HOURS | APPROX TRADING HRS PER MTH: LESS THAN 10 HOURS | DESCRIPTION OF DUTIES: OFFER HELP TO FAMILIES WITH AUTISTIC CHILDREN IN EDUCATION OF WHERE TO FIND SERVICES TO HELP WITH THEIR NEEDS. COMMUNITY AND EDUCATIONAL CENTER. 3) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: TSA FINANCIAL | POSITION HELD: AGENT | ADDRESS:1550 POND ROAD SUITE 140 ALLENTOWN, PA, 18104| START DATE: 7/7/2017 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES:INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-12 |
Reach out to this advisor