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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Safra National Bank Of New York | New York | NY | 06/2022 | 12/2023 |
| Baruch College | New York | NY | 08/2020 | 12/2022 |
| Bank Of America | New York | NY | 07/2020 | 08/2020 |
| Yeshivah Of Flatbush | Brooklyn | NY | 01/2010 | 06/2020 |
| Real Essentials | Brooklyn | NY | 12/2020 | 12/2022 |
| Hornor, Townsend & Kent, Llc | Wilmington | DE | 01/2024 | Present |
NAME OF ACTIVITY INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: POWER FORWARD GROUP | POSITION HELD: ASSISTANT | ADDRESS:3 0 VESEY ST, 9TH FLOOR, NEW YORK, NY 10007 | START DATE: 01/12/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 100 | APPROX TRADING HRS PER MTH: 100 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-14 |
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