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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-22 |
Branch Locations
2600 North Military Trail Suite 420, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services Llc | West Palm Beach | FL | 03/2023 | 06/2024 |
| Massmutual Life Insurance Co | West Palm Beach | FL | 10/2022 | 06/2024 |
| Emerald Life Insurance, Inc | West Palm Beach | FL | 02/2021 | 06/2021 |
| West Palm Beach Police Department | West Palm Beach | FL | 05/2015 | 05/2025 |
| United States Army Reserves | Fort Lauderdale | FL | 01/2013 | 02/2019 |
| Penn Mutual Life Insurance Company | Horsham | PA | 05/2024 | Present |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 08/2024 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: AURELIUS LEGACY PARTNERS | POSITION HELD: AGENT | ADDRESS: 2600 N MILITARY TRAIL, SUITE 420, BOCA RATON, FL 33431 | START DATE: 08/16/2024 | 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)KARP FINANCIAL STRATEGIES | DBA NAME: AURELIUS LEGACY PARTNERS | POSITION: JOINT WORK PARTNER WITH APPROVED SPLIT CODE | NATURE: FINANCIAL PLANNING FOR KARP FINANCIAL STRATEGIES' CLIENTS | INVESTMENT RELATED: YES | NUMBER OF HOURS: 4 | SECURITIES TRADING HOURS: 4 | START DATE: 07/24/2025 | ADDRESS: 2600 NORTH MILITARY TRAIL, SUITE 420, BOCA RATON, FL 33431 | DESCRIPTION: I WANT TO BE LISTED ON THEIR WEBSITE. I AM CONDUCTING FINANCIAL CONSULTING SERVICES UNDER MY APPROVED LICENSES. THIS IS MERELY SO I CAN BE SHOWN ON THEIR WEBSITE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-07-02 |
| S65 | Uniform Investment Adviser Law Examination | 2023-10-24 |
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