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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-14 |
Branch Locations
2600 North Military Trail Suite 420, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canon Solutions America | Miami Lakes | FL | 06/2010 | 03/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2018 | 08/2023 |
| Northwestern Mutual Investment Services Llc | Coral Gables | FL | 06/2018 | 08/2023 |
| Robert Poleo | Coral Cables | FL | 11/2016 | 03/2018 |
| Primerica | Miami Lakes | FL | 04/2004 | 08/2017 |
| Northwestern Mutual Wealth Management Co | Milwaukee | WI | 08/2019 | 08/2023 |
| Hornor, Townsend, & Kent Llc | Wilmington | DE | 08/2023 | Present |
| Penn Mutual Life Insurance Company | Horsham | PA | 04/2023 | Present |
1) INSURANCE BROKERAGE & INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL| POSITION HELD: AGENT | ADDRESS: 2600 NORTH MILITARY TRAIL SUITE 420, BOCA RATON, FL 33431 | START DATE: 08/15/2023 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 240 | APPROX TRADING HRS PER MTH: 128 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE OF LIFE PRODUCTS INCLUDING PENN MUTUAL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-28 |
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