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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-12 |
| PA | RA | APPROVED | 2019-04-11 |
Branch Locations
161 Washington Street Floor 11, Suite 1111, Conshohocken, PA 19428 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc | Bala Cynwyd | PA | 02/2016 | 07/2018 |
| Penn Mutual Life Insurance Co | Horsham | PA | 08/2018 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 02/2019 | Present |
1) INSBROK|INVEST:YES|DBA:1847 FINANCIAL|POS:AGENT|ADD:161 WASHINGTON ST, FLOOR 11, STE 1111 CONSHOHOCKEN, PA 19428 |STDT: 2/21/2019|NATURE: MULTI-LINE INSURANCE | HRSPRMTH:+140 HRS | TRADEHRSPERMTH: +140 HRS| DESCRIPTION: SALES & SERVICE OF BROKERAGE; LIFE, ACCIDENT, HEALTH/DI/LTC & ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO. 2)NETWORKING GROUP|INVEST:NO|DBA: SHON, LLC|POS:PROPRIETOR/OWNER|ADD:308 N 64TH ST STE 22, PHILA, PA 19146|STDTE:6/9/2018|NATURE:NETWORKING GROUP|HRSPERMTH: 41-100|TRADEPERMTH: 10|DESCRIPTION:FOUNDER & CEO (MOTIVATIONAL SPEAKER) OF BUSINESS TO BRING TOGETHER EXECUTIVES/PROFESSIONALS IN FIELDS OF FINANCE/REAL ESTATE/CREDIT REPAIR/MENTAL ILLNESS/BUSINESS DEVELOPMENT/LIFE COACHING TO BRING LITERACY & KNOWLEDGE TO THE COMMUNITY THROUGH WORKSHOPS. 3)BOARD MEMBER|INVEST:NO|DBA:LA SALLE UNIVERSITY|POS:BOARD MEMBER|ADD:1900 W OLNEY AVE, PHILA, PA 19141|STDT: 8/1/2016|NATURE:CHARITY/RELIGIOUS/FOUNDATION|HRSPERMTH: 10|TRADEHRSPERMTH:10|DESCRIPTION:AMBASSADOR FOR LA SALLE UNIV, HELP RECRUIT, REENGAGE ALUMNI & ATTEND SCHOOL EVENTS. 4)AUTHOR|INVEST:NO|DBA NAME:N/A|POS:BOOK WRITING|ADD:308 N 64TH ST PHILA, PA 19139|STDT:6/29/2019|NATURE:SERVICE INDUSTRY|HRSPERMTH:10-25|TRADEHRSPERMTH:10| DESCRIPTION:PROMOTE THE BOOK/SPEAK ABOUT THE CONTENTS OF THE BOOK: MENTALITY OF SUCCESS: ACCOUNTABILITY JOURNAL AND PLANNER. 5)PHI BETA SIGMA FRATERNITY INC, NU SIGMA CHAPTER|INVEST:NO|DBA:N/A|POS:PRESIDENT|ADDS:308 N 64TH ST PHILA PA 19139|STDT:1/1/2020|NATURE:NETWORKING GROUP|HRSPERMTH:10| TRADEHRSPERMTH:10|DESCRIPTION:OVERSEE THE COMMUNITY COMMITTEES THAT DO SERVICES & RUNNING THE CHAPTER MEETINGS. 6)1847 PHIL RAYMOND CHARITABLE FOUNDATION|POS:PARTICIPANT IN A 501(C)(3) DEDICATED TO SUPPORTING FINANCIAL PROFESSIONALS DEVELOPMENT. CREATED IN MEMORY OF OUR COLLEAGUE PHIL RAYMOND. FUNDS RAISED WILL BE DISTRIBUTED VIA NEWLY ESTABLISHED CHECKING ACCOUNT. I WILL HAVE THE ABILITY TO DISTRIBUTE FUNDS FROM THIS ACCOUNT|NATURE: CHARITABLE FOUNDATION. FUNDRAISING EFFORTS THAT WILL DISTRIBUTE DONATIONS TO SUPPORT THE PROFESSIONAL GROWTH OF FINANCIAL PROFESSIONALS|INVEST:NO|HOURS:1|TRADEHRS:0 |STDTE:01/15/2024|ADD:161 WASHINGTON ST, STE 1111, CONSHOHOCKEN PA 19428|DESCRIPTION: PARTICIPANT IN A 501(C)(3) DEDICATED TO SUPPORTING FINANCIAL PROFESSIONALS DEVELOPMENT. CREATED IN MEMORY OF OUR COLLEAGUE PHIL RAYMOND. 7)IMMEDIATE PAST PRESIDENT|POS:OFFICER|NATURE:FRATERNITY-COMMUNITY SERVICE-PHILANTHROPY|INVEST:NO|HRS:5|TRADEHRS:0|STDT:06/09/2022|ADD: 308 N 64TH ST, PHILA, PA 19139| DESCRIPTION: SUPPORT THE SITTING PRESIDENT AS A MENTOR. 8)PHI BETA SIGMA FRATERNITY INC. EASTERN REGIONAL ELECTED BOARD MEMBER|POS:OFFICER|NATURE:FRATERNITY-COMMUNITY SRVC|INVEST:NO|HRS:5|TRADEHRS:0|STDT:04/07/2024|ADD: 1025 CONNECTICUT AVE NW, STE 917, WASHINGTON DC 20036|DESCRIPTION:ADVOCATING FOR MINORITY BUSINESS RESOURCES THROUGH THE EASTERN REGION & SUPPORTING COMMUNITY SERVICE EVENTS THAT FOCUS ON ELEVATING SMALL BUSINESS OWNERS. 9)INSBROK|DBA:RMH WEALTH SOLUTIONS|POS:PARTNER|NATURE:LIFE INSURANCE BROKERAGE|INVEST:YES|HRS:160|TRADEHRS:160|STDT:01/01/2025|ADD: 3431 W COMMISSIONER ST, PHILA, PA 19132|DESCRIPTION: AS THE OWNER OF RMH WEALTH SOLUTIONS, MY PRIMARY DUTIES INCLUDE OVERSEEING THE FIRM'S OPERATIONS, DEVELOPING TAILORED FINANCIAL STRATEGIES FOR CLIENTS, & ENSURING THE DELIVERY OF HIGH-QUALITY WEALTH MANAGEMENT SERVICES. I AM RESPONSIBLE FOR CREATING FINANCIAL PLANS, MANAGING INVESTMENTS, & PROVIDING GUIDANCE ON RETIREMENT PLANNING, TAX STRATEGIES, & ESTATE PLANNING. ADDITIONALLY, I LEAD BUSINESS DEVELOPMENT INITIATIVES, MAINTAIN COMPLIANCE WITH INDUSTRY REGULATIONS, & FOSTER STRONG CLIENT RELATIONSHIPS TO HELP INDIVIDUALS FAMILIES ACHIEVE THEIR FINANCIAL GOALS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-30 |
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