Best Investors Account Sign in

Donald Weis

Hornor, Townsend & Kent, LLC

Tampa, FL

Claim This Profile
Current Employers
Hornor, Townsend & Kent, Llc

161 Washington Street, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-19
NY RA APPROVED 2024-11-18
  • FL RA
    APPROVED
    Since 2024-11-19
  • NY RA
    APPROVED
    Since 2024-11-18

Branch Locations

5201 West Kennedy Blvd Suite 640, Tampa, FL 33609 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company New Windsor NY 03/2006 12/2023
Nylife Securities New Windsor NY 04/2006 12/2023
Eagle Registration Llc Windsor NY 06/2015 12/2023
Rhino Financial Solutions New Windsor NY 08/2023 12/2023
Cetera Investment Services Llc Saint Cloud MN 12/2023 10/2024
Cetera Investment Advisers Llc Fishkill NY 12/2023 10/2024
Hornor, Townsend, & Kent Llc Wilmington DE 11/2024 Present
  • 03/2006 → 12/2023
    New York Life Insurance Company
    New Windsor, NY
  • 04/2006 → 12/2023
    Nylife Securities
    New Windsor, NY
  • 06/2015 → 12/2023
    Eagle Registration Llc
    Windsor, NY
  • 08/2023 → 12/2023
    Rhino Financial Solutions
    New Windsor, NY
  • 12/2023 → 10/2024
    Cetera Investment Services Llc
    Saint Cloud, MN
  • 12/2023 → 10/2024
    Cetera Investment Advisers Llc
    Fishkill, NY
  • 11/2024 → Present
    Hornor, Townsend, & Kent Llc
    Wilmington, DE
Previous Registrations
Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 5201 WEST KENNEDY BLVD SUITE 640, TAMPA, FL 33609 | START DATE: 11/15/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 10 | APPROX TRADING HRS PER MTH: 10 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-16
S63 Uniform Securities Agent State Law Examination 2006-07-17
  • S66 Uniform Combined State Law Examination
    2015-06-16
  • S63 Uniform Securities Agent State Law Examination
    2006-07-17

View on SEC IAPD

Other Firms

STRATEGIC WEALTH INVESTMENT GROUP, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
UNITED CAPITAL FINANCIAL ADVISORS
FLORIDA FINANCIAL ADVISORS, LLC
AE WEALTH MANAGEMENT, LLC
INDEPENDENT FINANCIAL PARTNERS
TRUADVISORS
AMERICAN FAMILY LEGACY GROUP

Other Investors

PETER CASEY GAYLE
John Luke Robinson
MICHAEL MOFFA
JANET L CHRISTIANSEN
MATTHEW VERSAGE
Martin Adolfo Montana
Frank Cooper Finley
Jeferson Josue Velasquez

Other Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL
FLORIDA FINANCIAL ADVISORS, LLC · Tampa, FL
AE WEALTH MANAGEMENT, LLC · Tampa, FL
INDEPENDENT FINANCIAL PARTNERS · TAMPA, FL
TRUADVISORS · TAMPA, FL
AMERICAN FAMILY LEGACY GROUP · TAMPA, FL

More in Tampa, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor