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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-30 |
| GA | RA | APPROVED | 2022-02-01 |
Branch Locations
1815 Lockeway Drive Suite 103, Alpharetta, GA 30004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apex Insurance Advisors, Llc | Cumming | GA | 04/2012 | Present |
| Penn Mutual Life Insurance Company | Horsham | PA | 10/2018 | Present |
| Hornor Townsend & Kent Llc | Horsham | PA | 08/2019 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 1815 LOCKEWAY DRIVE SUITE 103, ALPHARETTA, GA 30004| START DATE: 11/8/2018 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE |APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: APEX INSURANCE ADVISORS, LLC | POSITION HELD: OFFICER | ADDRESS: 925 SANDERS ROAD, SUITE A, CUMMING, GA 30041 | START DATE: 12/20/2021 | NATURE OF ACTIVITY: PROPERTY/CASUALTY INSURANCE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE OF PROPERTY AND CASUALTY PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-11 |
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