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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-03-04 |
Branch Locations
980 Woodstock Pkwy Suite 210, Woodstock, GA 30188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cleveland State University | Cleveland | OH | 08/2009 | Present |
| Penn Mutual Life Insurance Company | Horsham | PA | 08/2013 | Present |
| Hornor, Townsend & Kent, Inc | Horsham | PA | 08/2013 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: STRATEGIC PLANNING GROUP | POSITION HELD: AGENT | ADDRESS: 980 WOODSTOCK PKWY Suite 210, WOODSTOCK, GA 30188| START DATE: 05/28/2018| NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE OF LIFE, HEALTH/DI, ANNUITY FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2 )KENNESAW STATE UNIVERSITY ASSISTANT PROFESSOR | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: EMPLOYEE | ADDRESS: 1000 CHASTAIN ROAD KENNESAW, GA 30144 | START DATE: 8/1/2018 | NATURE OF ACTIVITY: TEACHER | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: TEACHING CLASSES. 3) INSURANCE BROKERAGE POSITION: Team Member NATURE: Life Insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2023 ADDRESS: 14785 Seminole Trail, Seminole FL 33776, United States DESCRIPTION: Insurance sales and service for multiple carriers, including Penn Mutual (Life, DI, LTC, Health). 4)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT | ADDRESS: 980 WOODSTOCK PKWY Suite 210, WOODSTOCK, GA 30188| START DATE: 01/01/2024| NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE OF LIFE, HEALTH/DI, ANNUITY FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-03 |
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