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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-04-11 |
Branch Locations
3253 E Chestnut Expy. Suite 320, Springfield, MO 65802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcdonald | Springfield | MO | 04/2016 | 10/2016 |
| Magers Elite Cleaning | Springfield | MO | 10/2016 | 08/2019 |
| James River Tackle | Strafford | MO | 01/2019 | 08/2021 |
| Sun Solar | Springfield | MO | 08/2021 | 03/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2022 | 12/2024 |
| Northwestern Mutual Investment Services Llc | Springfield | MO | 02/2023 | 12/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2024 | 12/2024 |
| The Penn Mutual Life Insurance Company | Wilmington | DE | 12/2024 | Present |
| Hornor, Townsend & Kent, Llc | Wilmington | DE | 12/2024 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: HP FINANCIAL GROUP | POSITION HELD: AGENT | ADDRESS: 3253 E Chestnut Expy, Springfield, MO 65802 | START DATE: 11/25/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 20 | APPROX TRADING HRS PER MTH: 80 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2) OUTDOOR LIFE PRODUCTIONS | POSITION: Proprietor/Owner |DBA: Fat Bass Challenge | NATURE: Bass fishing tournament series and media company | INVESTMENT RELATED: No | NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 09/30/2025 | ADDRESS: 4825 W TARKIO ST, SPRINGFIELD MO 65802 | DESCRIPTION: Creating website for tournament, creating social media content, selling entries into the tournament 3) DBA - AXIOS FINANCIAL GROUP | POSITION: Agent NATURE: Life Insurance brokerage | INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 12/01/2025 | ADDRESS: 3253 E Chestnut Exwy, 320, SPRINGFIELD MO 65802 | DESCRIPTION: sales of Life insurance, annuities, mutual funds, managed accounts, Financial Planning 4) INSURANCE BROKERAGE | DBA: Axios Financial Group | POSITION: Agent NATURE: Disability/Health Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 80 START DATE: 11/25/2024 | ADDRESS: 3253 E Chestnut Expy, Springfield, MO 65802 | DESCRIPTION: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS AND OTHER INSURANCE COMPANIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-01 |
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