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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-04 |
| TN | RA | APPROVED | 2025-12-03 |
| TX | RA | APPROVED | 2025-12-03 |
Branch Locations
9020 Overlook Circle Suite 300, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abbott Diabetes Care | Alameda | CA | 05/2012 | 01/2020 |
| Abbott Diabetes Care | Alameda | CA | 01/2020 | 11/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2022 | 01/2025 |
| Northwestern Mutual Investment Services Llc | Murfreesboro | TN | 01/2024 | 01/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2024 | 01/2025 |
| Hornor, Townsend, & Kent Llc | Wilmington | DE | 02/2025 | Present |
| Penn Mutual Life Insurance Company | Wilmington | DE | 02/2025 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 9020 OVERLOOK CIR, SUITE 300, BRENTWOOD, TN 37027 | START DATE: 02/20/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 106 | APPROX TRADING HRS PER MTH: 71 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-25 |
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