Best Investors
Account
Sign in
Best Investors
Account
Sign in
161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-05-20 |
| TX | RA | APPROVED | 2021-05-19 |
| PA | RA | APPROVED | 2020-10-16 |
Branch Locations
203 Exton Commons, Exton, PA 19341 • United States
1370 S Atherton St, State College, PA 16801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keystone Financial Group | Exton | PA | 08/2015 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 11/2015 | 10/2020 |
| Hornor Townsend & Kent Llc | Wilmington | DE | 10/2020 | Present |
| Penn Mutual Life Insurance Company | Wilmington | DE | 10/2020 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: KEYSTONE FINANCIAL GROUP | POSITION HELD: AGENT | ADDRESS: 203 EXTON COMMONS, EXTON, PA, 19341 | START DATE: 1/1/2020 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: ASSIST WITH INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-04 |
Reach out to this advisor