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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-05-28 |
Branch Locations
16633 N Dallas Parkway Suite 525, Addison, TX 75001 • 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 |
|---|---|---|---|---|
| Hornor Townsend And Kent, Inc | Horsham | PA | 02/2008 | Present |
| Penn Mutual Life Ins Co | Horsham | PA | 02/2008 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: PENN MUTUAL WEALTH STRATEGIES | POSITION HELD: AGENT- | ADDRESS: 16633 N DALLAS PKWY, SUITE 525ADDISON, TX 75001 | START DATE: 2011-03-02 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE- | APPROX HRS PER MTH: 41-100 HOURS | APPROX TRADING HRS PER MTH: 41-100 HOURS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS , INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2)INSURANCE BROKERAGE | POSITION: Financial Advisor | DBA NAME: WEALTH COORDINATION PARTNERS | NATURE: INSURANCE BROKERAGE | INVESTMENT RELATED: Yes | NUMBER OF HOURS: 40 | SECURITIES TRADING HOURS: 40 | START DATE: 01/25/2024 | ADDRESS: 16633 N. DALLAS PARKWAY, Ste 525, Addison TX 75001 | DESCRIPTION: financial planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-17 |
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