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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-08-23 |
Branch Locations
133 Holiday Court Suite 204, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alphastar Capital Management Llc | Cornelius | NC | 09/2021 | 08/2023 |
| Focus Financial Group, Llc | Franklin | TN | 05/2013 | 08/2023 |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 08/2023 | Present |
1) GROUP BENEFITS | INVESTMENT RELATED: YES | DBA NAME: PS&G FINANCIAL PARTNERS | POSITION HELD: ADVISORY REPRESENTATIVE | ADDRESS: 133 HOLIDAY CT, SUITE 204, FRANKLIN, TN 37067 | START DATE: 06/26/2023 | NATURE OF ACTIVITY: GROUP BENEFITS | APPROX HRS PER MTH: 160 | APPROX TRADING HRS PER MTH: 160 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS . 2) INSURANCE BROKERAGE | DBA NAME: FOCUS FINANCIAL GROUP LLC | POSITION: AGENT | NATURE: INSURANCE AND INVESTMENTS | INVESTMENT RELATED: YES | NUMBER OF HOURS: 160 | SECURITIES TRADING HOURS: 160 | START DATE: 05/01/2013 | ADDRESS: 133 HOLIDAY CT, SUITE 204, FRANKLIN TN 37067 | DESCRIPTION: I'M A LIAISON BETWEEN OUR GROUP CLIENTS AND INSURANCE COMPANIES, TO HELP THEM FIND THE BEST DEAL FOR THEIR INSURANCE COVERAGE. I ALSO WORK WITH INVESTMENT COMPANIES TO HELP OUR GROUPS WITH THEIR RETIREMENT PLANS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-19 |
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