Best Investors
Account
Sign in
161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-10-13 |
Branch Locations
6312 Highway 41A Suite 104B, Pleasant View, TN 37146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company | Wilmington | DE | 08/2016 | Present |
| Hornor, Townsend, & Kent Llc | Wilmington | DE | 10/2025 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 6312 HIGHWAY 41A, SUITE 104B, PLEASANT VIEW, TN 37146 | START DATE: 08/16/2016 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 120 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 2)LEGACYLOCK, LLC | POSITION: LICENSEE | NATURE: I AM A REGISTERED LICENSEE OF LEGACYLOCK, LLC PROVIDING THE SALE OF ESTATE DOCUMENT SOFTWARE TO THE END USER. | INVESTMENT RELATED: NO | NUMBER OF HOURS: 2 | SECURITIES TRADING HOURS: 2 | START DATE: 08/10/2026 | ADDRESS: 6312 HWY 41A, SUITE 104B, PLEASANT VIEW TN 37146 | DESCRIPTION: I AM A REGISTERED LICENSEE OF LEGACYLOCK, LLC PROVIDING THE SALE OF ESTATE DOCUMENT SOFTWARE TO THE END USER. I RECEIVE A FEE FOR SELLING THE SOFTWARE TO THE END USER. THIS SOFTWARE WILL BE SOLD SEPARATE OF ANY HTK SERVICES AND PLANNING FEES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-26 |
| S65 | Uniform Investment Adviser Law Examination | 2025-09-23 |
Reach out to this advisor