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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-06-26 |
Branch Locations
655 Craig Rd Suite 338, Creve Coeur, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Creve Couer | MO | 08/2022 | 06/2025 |
| Nylife Securities, Llc | Creve Couer | MO | 08/2022 | 06/2025 |
| Ferguson Financial Group Llc | Chesterfield | MO | 04/2022 | 07/2022 |
| Rsb | Fenton | MO | 05/2020 | 04/2022 |
| Quincy University | Quincy | MO | 08/2018 | 05/2020 |
| Imo's Pizza | Arnold | MO | 05/2018 | 03/2022 |
| 54Th Street Grill And Bar | Arnold | MO | 05/2016 | 05/2018 |
| Fox High School | Arnold | MO | 08/2014 | 08/2018 |
| Webster University | Webster Groves | MO | 08/2020 | 12/2022 |
| Ferguson Financial Group Llc | Chesterfield | MO | 02/2023 | 11/2023 |
| Eagle Strategies Llc | Chesterfield | MO | 05/2023 | 06/2025 |
| Modern Wealth Solutions | Creve Coeur | MO | 01/2024 | 06/2025 |
| Hornor, Townsend & Kent, Llc | Wilmington | DE | 06/2025 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 655 CRAIG RD, SUITE 338, CREVE COEUR, MO 63141| START DATE: 06/13/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 80 | APPROX TRADING HRS PER MTH: 80 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2) INSURANCE DBA: Continuity Planning Group | POSITION: Proprietor/Owner | NATURE: Life Insurance brokerage | INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 240 START DATE: 11/17/2025 | ADDRESS: 655 Craig Road, Suite 338, Creve Coeur MO 63141 | DESCRIPTION: Insurance and securities sales. Comprehensive financial planning 3) CONTINUITY PLANNING GROUP ADVISORS | POSITION: Proprietor/Owner | NATURE: Life Insurance brokerage | INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 12/23/2025 | ADDRESS: 655 Craig Road, Suite 338, Creve Coeur MO 63141 | DESCRIPTION: I help clients create comprehensive financial plans including investments, annuity and insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-27 |
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