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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-06-09 |
Branch Locations
1525 Oregon Pike Suite 1501, Lancaster, PA 17601 • 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 Insurance Co | Horsham | PA | 03/2016 | Present |
| Hornor Townsend & Kent Ins | Horsham | PA | 03/2016 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED - YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT | ADDRESS: 1525 OREGON PIKE SUITE 1501, LANCASTER, PA 17601 | START DT: 3/1/2016 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 101-140 HRS | APPROX TRADING HRS PER MTH: 101-140 HRS | DESCRIPTION OF DUTIES: SALES & SERVICE OF LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITIES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL. 2) INSURANCE BROKERAGE | INVESTMENT RELATED - YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT | ADDRESS: 1525 OREGON PIKE, SUITE 1501, LANCASTER, PA 17601 | START DT: 3/1/2016 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 101-140 HRS | APPROX TRADING HRS PER MTH: 101-140 HRS | DESCRIPTION OF DUTIES: SALES & SERVICE OF LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITIES. 3) LANDLORD | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PROPRIETOR/OWNER- | ADDRESS: 1525 OREGON PIKE SUITE 1501 & 1502LANCASTER, PA. 17601 | START DATE: 2017-04-01 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER- | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 HOURS | DESCRIPTION OF DUTIES: PROPERTY OWNER-COLLECT RENT FROM PENN MUTUAL LIFE INS. COMPANY. 4) COMPASS MILL LLC. | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PROPRIETOR/OWNER/ LANDLORD | ADDRESS: 813,815 & 817 ROTHSVILLE RD. LITITZ, PA. 17543 | START DATE: 12/30/2019 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: RENTAL PROPERTIES RENOVATIONS :PROPERTIES ARE RENOVATED AND RENTED. 5) STATION HOUSE & FRUITVILLE PARTNERS LLC | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: MEMBER | ADDRESS: 1331 & 1335 FRUITVILLE PIKE LANCASTER,PA. 17601 | START DATE: 11/2/2022 | NATURE OF ACTIVITY: RENTAL PROPERTY LLC PARTNER | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: PROPERTY OWNER COLLECTING RENTS, MAINTENANCE DELEGATION.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-03-07 |
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