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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Costco Wholesale | Billings | MT | 08/2016 | 02/2017 |
| Steven's Door | Billings | MT | 01/2017 | 03/2017 |
| United States Air Force | Sumter | SC | 03/2017 | 04/2023 |
| Thrivent Investment Management Inc. | Billings | MT | 11/2022 | 03/2024 |
| Thrivent Financial | Appleton | WI | 04/2023 | 03/2024 |
| Pruco Securities, Llc. | Billings | MT | 09/2024 | 11/2024 |
| Unemployed/Student | Billings | MT | 04/2024 | 09/2024 |
| The Prudential Insurance Company Of America | Billings | MT | 09/2024 | 06/2025 |
| Lpl Enterprise, Llc | Mercer Island | WA | 11/2024 | 06/2025 |
| Hornor, Townsend, & Kent Llc | Wilmington | DE | 06/2025 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 1310 FOZZIE LN, UNIT C, BELGRADE, MT 59714 | START DATE: 06/03/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 160 | APPROX TRADING HRS PER MTH: 160 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 2)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: BRIDGER WEALTH | POSITION HELD: AGENT | ADDRESS: 1310 FOZZIE LN, UNIT C, BELGRADE, MT 59714 | START DATE: 06/03/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 160 | APPROX TRADING HRS PER MTH: 160 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-30 |
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