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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-08-21 |
Branch Locations
16633 N Dallas Parkway Suite 525, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 06/2014 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 06/2014 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: PENN MUTUAL WEALTH STRATEGIES | POSITION HELD: AGENT | ADDRESS: 16633 N DALLAS PARKWAY, #525, ADDISON, TX 75001 | START DATE: 06/16/2014 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: OVER 140 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: WEALTH COORDINATION PARTNERS | POSITION HELD:PARTNER | ADDRESS: 16633 N DALLAS PARKWAY, SUITE #525, ADDUSIBM TX 75001 | START DATE: 2/8/2022 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS |DESCRIPTION OF DUTIES: SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO.; AND P&C AND COMMERICAL LINES FOR MUTIPLE CARRIERS. 3) PROGRAMMING CO-CHAIR | INVESTMENT RELATED: NO | DBA NAME: CONSCIOUS CAPITALISM | POSITION: OFFICER | ADDRESS: 16633 DALLAS PARKWAY, SUITE 525, ADDISON TX 75001, UNITED STATES | NATURE: NETWORKING | NUMBER OF HOURS: 4 | SECURITIES TRADING HOURS: 2 | START DATE: 03/09/2023 | DESCRIPTION: HELP SET UP THE EVENTS AND CATERING AS WELL AS PROGRAMMING THE SCHEDULE OF EVENTS. 4) INSURANCE BROKERAGE | POSITION: Financial Advisor |DBA: 1847FINANCIAL | NATURE: Life Insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/29/2025 | ADDRESS: 16633 N Dallas Parkway, Suite 525, Addison TX 75001 | DESCRIPTION: Financial Advisor for clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-23 |
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