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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-07 |
Branch Locations
5201 West Kennedy Blvd Suite 640, Tampa, FL 33609 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Wilmington | DE | 12/2014 | Present |
| Hornor Townsend & Kent Inc | Wilmington | DE | 12/2014 | Present |
1) INSURANCE BROKERAGE - DBA NAME: 1847FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: 5201 WEST KENNEDY BLVD SUITE 640, TAMPA, FL 33609; NATURE OF OBA: INSURANCE SALES AND SERVICE LIFE INSURANCE; START DATE OF OBA: 8/1/2020; POSITION, TITLE, RELATIONSHIP: LIFE INSURANCE AGENT; APPROXIMATE NUMBER OF HOURS/MONTH: 50; APPROXIMATE NUMBER OF HOURS/MONTH: 50; DUTIES: INSURANCE SALES AND SERVICE OF LIFE INSURANCE PRODUCTS WITH PENN MUTUAL LIFE INSURANCE COMPANY. 2) RENTAL PROPERTY, NOT INVESTMENT RELATED, 473 HARBOR DR. N, INDIAN ROCKS BEACH, FL 33785, RENTAL PROPERTY, OWNER, START DATE: 02/05/2015, APPROXIMATE NUMBER OF HOURS/MONTH: 10, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 10, DUTIES: COLLECT RENTAL INCOME.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-04-01 |
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