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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-02 |
| TX | RA | APPROVED | 2025-04-29 |
| VA | RA | APPROVED | 2023-07-11 |
Branch Locations
110 C Norfolk Ave, Colonial Heights, VA 23834 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services Llc | Glen Allen | VA | 12/2021 | 07/2023 |
| Massmutual | Glen Allen | VA | 06/2021 | 07/2023 |
| Hampden-Sydney College | Hampden Sydney | VA | 09/2019 | 05/2021 |
| Hampden-Sydney College | Hampden Sydney | VA | 09/2018 | 05/2021 |
| Hampden-Sydney College | Hampden Sydney | VA | 02/2018 | 04/2019 |
| Hampden-Sydney College | Hampden Sydney | VA | 08/2017 | 05/2021 |
| Apex Management | Midlothian | VA | 07/2017 | 08/2017 |
| Old Navy/Gap | Midlothian | VA | 06/2016 | 07/2017 |
| Benedictine College Preparatory | Richmond | VA | 08/2013 | 06/2017 |
| Unemployed | Midlothian | VA | 05/2021 | 06/2021 |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 07/2023 | Present |
| Penn Mutual Life Insurance Company | Horsham | PA | 07/2023 | Present |
1) NAME OF ACTIVITY INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: EMPIRE WEALTH STRATEGIES | POSITION HELD: AGENT | ADDRESS: 100 NORFOLK AVE, SUITE C, NORFOLK, VA 23834 | START DATE: 07/03/2023 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 100 | APPROX TRADING HRS PER MTH: 100 | DESCRIPTION OF DUTIES: INSURANCE BROKERAGE DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 2) BENEDICTINE COACHING POSITION: Employee NATURE: Rugby Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 04/09/2024 ADDRESS: 12829 River Rd, Richmond VA 23238, United States DESCRIPTION: Helping coach the sport of rugby at my old high school. 3) ELEVATE FINANCIAL GROUP | POSITION: Agent NATURE: Life Insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/20/2024 | ADDRESS: 110 Norfolk Ave, Suite C, Colonial Heights VA 23224 | DESCRIPTION: We have operated as HTK to this point. We will continue serving clients on financial matters under this DBA moving forward. 4) BUA| POSITION: Agent | NATURE: Life Insurance brokerage | INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/25/2024 | ADDRESS: 110 Norfolk Ave, Suite C, Colonial Heights VA 23834 | DESCRIPTION: Third party brokerage insurance business 5) 1847 FINANCIAL | POSITION: Agent | NATURE: Life Insurance brokerage | INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/15/2023 ADDRESS: 110 Norfolk Ave, Suite C, Colonial Heights VA 23834 | DESCRIPTION: Agent services through the broker
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-21 |
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