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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-12-20 |
Branch Locations
5718 Westheimer Rd Suite 920, Houston, TX 77057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend And Kent,Inc | Ft Worth | TX | 07/2000 | Present |
| Penn Mutual Life Ins Co | Ft Worth | TX | 07/2000 | Present |
1) KNEISLEY WEALTH MANAGEMENT | POSITION: Proprietor/Owner NATURE: Life Insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 03/03/2025 | ADDRESS: 4328 FM 319, Elkhart TX 75839 | DESCRIPTION: servicing about 300 life, annuity and investment clients and working with new business clients mainly on a referral basis. would break down my activities and discovery (fact find) and goals; analytics (problems and gaps in current plan); finding solutions, agreement and implementation. 2) OLIVER K. KNEISLEY FAMILY TRUST, NOT INVESTMENT-RELATED, 123 PARK WAY, MONTGOMERY, TX 77356, TRUSTEE OF FAMILY TRUST, TRUSTEE, START DATE: 2006, APPROXIMATE NUMBER OF HOURS/MONTH: 10, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 10, DUTIES: RECEIVING AND DEPOSIT ROYALTY CHECKS. 3) OK FINANCIAL PARTNERS | POSITION: Proprietor/Owner | NATURE: Life Insurance brokerage | INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 08/05/2025 | ADDRESS: 5718 Westheimer Rd., Suite 920, Houston TX 77057 | DESCRIPTION: as advisor to business owners for buy sell, private retirement and estate liquidity: do a thorough data and profile, problem identification, strategies and solution assessment, presentation of solution and implementation or sale, and finally long term service. also, money management duties using managed funds with the same diligence noted above and know your client guidelines. 4)KNEISLEY FINANCIAL STRATEGIES | POSITION: PROPRIETOR/OWNER | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 160 | SECURITIES TRADING HOURS: 120 | START DATE: 08/13/2025 | ADDRESS: 5718 WESTHEIMER RD., STE. 920, HOUSTON TX 77057 | DESCRIPTION: IDENTIFYING AND CLARIFYING GOALS, PROBLEMS AND SOLUTIONS FOR EXISTING AND REFERRED CLIENTS REGARDING THEIR RISK AND EXPOSURE AS IT RELATES TO LIFE INSURANCE. THEN PLACEMENT OF THE LIFE INSURANCE AND SERVICE LONG TERM.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-02-01 |
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