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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-11 |
| TN | RA | APPROVED | 2025-07-29 |
Branch Locations
9020 Overlook Circle Suite 300, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 04/2016 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 06/2016 | Present |
1)NATURE OF ACTIVITY: INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME:PS&G FINANCIAL PARTNERS| POSITION HELD: AGENT | ADDRESS: 9020 OVERLOOK CIRCLE SUITE 300, BRENTWOOD, TN 37027 | START DATE: 02/1/2018 | | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR PENN MUTUAL LIFE INSURANCE COMPANY. 2) AUTO SERVICE STATION | INVESTMENT RELATED - NO | DBA NAME: BEST WRENCH AUTO CARE / MAYI GAS & SERVICE CENTER, INC | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 5001 NOLENSVILL PIKE, NASHVILLE, TN 37211 | START DT: 9/11/2012 | NATURE OF ACTIVITY: RETAIL SALES | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS | DESCRIPTION OF DUTIES: OWNER, MANAGE THE AUTO MECHANIC SHOP & SERVICE STATION ON WEEKENDS. 3) AUTO SALES | INVESTMENT RELATED - NO | DBA NAME: NEW DAY AUTO SALES, INC. | POSITION HELD: PARTNER | ADDRESS: 3028 NOLENSVILLE PIKE, NASHVILLE, TN 37211 | START DT: 1/1/2006 | NATURE OF ACTIVITY: RETAIL SALES | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS | DESCRIPTION OF DUTIES: 50% PARTNER OF AUTOMATIVE SALES. 4)RENTAL | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 3509 BROOKVIEW FOREST CT. NASHVILLE, TN 37211 | START DATE: 9/1/2012 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: COLLECT RENTS (2 PROPERTIES) 1) START DATE SEPT 2013 AND 2ND START DATE AUGUST 2016. 5) INSURANCE BROKERAGE | DBA: 1847FINANCIAL | POSITION: AGENT | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 150 | SECURITIES TRADING HOURS: 150 | START DATE: 01/01/2024 | ADDRESS: 9020 OVERLOOK CIRCLE SUITE 300, BRENTWOOD, TN 37027 | DESCRIPTION: INSURANCE SALES AND SERVICES FOR PENN MUTUAL LIFE INSURANCE COMPANY. RECRUIT, TRAIN AND DEVELOPMENT. 6)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: 1 | SECURITIES TRADING HOURS: 1 | START DATE: 08/06/2026 | ADDRESS: 9020 OVERLOOK BLVD, SUITE 300, BRENTWOOD TN 37027 | 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-07 |
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