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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-05 |
| TX | RA | APPROVED_RES | 2023-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Insurance Agent | St Petersburg | FL | 07/2014 | Present |
| Penn Mutual Life Insurance Company | Horsham | PA | 09/2014 | Present |
| Hornor, Townsend & Kent, Inc | Horsham | PA | 10/2014 | 12/2020 |
| Royal Alliance Associates, Inc. | St Petersburg | FL | 12/2020 | 08/2023 |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 08/2023 | Present |
1) INSURANCE & INVESTMENT BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: NEW DAY FINANCIAL ADVISORS, LLC | POSITION HELD: CEO | ADDRESS: 6425 1ST AVE S, ST PETERSBURG, FL 33707 | START DATE: 09/01/2023 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 160 | APPROX TRADING HRS PER MTH: 160 | DESCRIPTION OF DUTIES: INSURANCE AND INVESTMENT SALES AND SERVICE ALSO SELLING AND SERVICING DISABILTY AND HEATH INCLUDING PENN MUTUAL LIFE PRODUCTS. 2)RENTAL PROPERTY | DBA: BARRIER PROPERTIES LLC | POSITION: PARTNER | NATURE: RENTAL PROPERTY OWNER | INVESTMENT RELATED: NO | NUMBER OF HOURS: 5 | SECURITIES TRADING HOURS: 0 | START DATE: 03/20/2023 | ADDRESS: 1200 89TH AVE N, SAINT PETERSBURG FL 33702 | DESCRIPTION: MY HUSBAND & I ARE PARTNERS OWNING BARRIER PROPERTIES LLC. WE HAVE PURCHASED A HOME AND ARE REFURBISHING IT TO BEGIN RENTING IT OUT SOMETIME OVER THIS COMING SUMMER. AS 50% PARTNER I WOULD ASSUME TO RECEIVE 1/2 OF THE INCOME ANNUALLY. 3)PEGAL PROPERTIES LLC | POSITION: OFFICER | NATURE: RENTAL PROPERTY OWNER | INVESTMENT RELATED: NO | NUMBER OF HOURS: 5 | SECURITIES TRADING HOURS: 0 | START DATE: 07/10/2026 | ADDRESS: 1200 89TH AVE. N., ST. PETERSBURG FL 33702 | DESCRIPTION: THIS ENTITY WILL OWN A COMMERCIAL OFFICE SPACE THAT OUR FINANCIAL SERVICES FIRM NEW DAY FINANCIAL ADVISORS LLC WILL RENT THE OFFICE FROM.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-03 |
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