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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-03-10 |
Branch Locations
1550 Pond Road Suite 140, Allentown, PA 18104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gbb & Company | Allentown | PA | 01/2005 | 07/2026 |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 11/2022 | Present |
| Penn Mutual Life Insurance Company | Horsham | PA | 10/2021 | Present |
1) INSURANCE & INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT | ADDRESS: 1550 POND ROAD, SUITE 140 ALLENTOWN, PA 18104 | START DATE: 11/17/2022 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 2) GBB & COMPANY | INVESTMENT RELATED: YES | DBA NAME: | POSITION HELD: PARTNER | ADDRESS: 1150 GLENLIVET DRIVE, SUITE C36 ALLENTOWN, PA 18106 | START DATE: 11/17/2022 | NATURE OF ACTIVITY: CPA/ACCOUNTING SERVICES | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: 101-140 HRS | DESCRIPTION OF DUTIES: TAX PREPERATION AND AUDITING. 3) GBBRE (REAL ESTATE) | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PROPRIETOR/OWNER /PARTNER | ADDRESS: 1150 GLENLIVET DRIVE, SUITE C36 ALLENTOWN, PA 18106 | START DATE: 11/17/2022 | NATURE OF ACTIVITY: REAL ESTATE SALES | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: MANAGEMENT AND ADMINISTRATIVE DUTIES. 4) LEHIGH VALLEY OFFICE PLAZA CONDO ASSOCIATION | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: BOARD MEMBER/DIRECTOR | ADDRESS: 1150 GLENLIVET DRIVE, SUITE C36 ALLENTOWN, PA 18106 | START DATE: 11/17/2022 | NATURE OF ACTIVITY: COMMUNITY SERVICE | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: ATTEND MEETINGS, APPROVE EXPENSES, HIRE CONTRACTORS. 5) LEHIGH VALLEY OFFICE PLAZA | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: OWNERSHIP 6% | ADDRESS: 1150 GLENLIVET DRIVE, SUITE C36 ALLENTOWN, PA 18106 | START DATE: 11/17/2022 | NATURE OF ACTIVITY: HOA ASSOCIATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: ATTEND MEETINGS, APPROVE EXPENSES, HIRE CONTRACTORS. 6) LIFEPATH INC | POSITION: DIRECTOR | NATURE: NONPROFIT ORGANIZATION | INVESTMENT RELATED: NO | NUMBER OF HOURS: 4 | SECURITIES TRADING HOURS: 2 | START DATE: 01/01/2026 | ADDRESS: 3500 HIGH POINT BLVD, BETHLEHEM PA 18017 | DESCRIPTION: BOARD MEMBER RESPONSIBLE FOR OVERSIGHT OF THE STAFF AND MAKING STRATEGIC DECISIONS ON THE DIRECTION OF THE ORGANIZATION. 7) INTERACTIVITY FOUNDATION | POSITION: DIRECTOR | NATURE: NONPROFIT FOUNDATION | INVESTMENT RELATED: NO | NUMBER OF HOURS: 5 | SECURITIES TRADING HOURS: 0 | START DATE: 01/01/2026 | ADDRESS: 4848 ROSS VALLEY RD, NEW TRIPOLI PA 18066 | DESCRIPTION: BOARD MEMBER RESPONSIBLE FOR OVERSIGHT OF THE STAFF AND MAKING STRATEGIC DECISIONS ON THE DIRECTION OF THE ORGANIZATION. 8) MEDICAL IMAGING OF LEHIGH VALLEY PC | POSITION: EMPLOYEE | NATURE: HEALTH CARE PROVIDER - PRIVATE RADIOLOGY PRACTICE | INVESTMENT RELATED: NO | NUMBER OF HOURS: 150 | SECURITIES TRADING HOURS: 150 | START DATE: 07/01/2024 | ADDRESS: 1255 S CEDAR CREST BLVD, SUITE 2500, ALLENTOWN PA 18103 | DESCRIPTION: DIRECT BUSINESS OFFICE OPERATIONS TO INCLUDE RECRUITING, IT, FINANCE AND HR. SUPERVISE STAFF AND REPORT TO THE BOARD OF DIRECTORS. 9)VICTORY HOUSE OF LEHIGH VALLEY | POSITION: DIRECTOR | NATURE: NONPROFIT ORGANIZATION | INVESTMENT RELATED: NO | NUMBER OF HOURS: 5 | SECURITIES TRADING HOURS: 5 | START DATE: 10/01/2026 | ADDRESS: 314 FILLMORE STREET, BETHLEHEM PA 18015 | DESCRIPTION: BOARD MEMBER RESPONSIBLE FOR OVERSIGHT OF THE STAFF AND MAKING STRATEGIC DECISIONS ON THE DIRECTION OF THE ORGANIZATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-09 |
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