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Hornor, Townsend & Kent, LLC CRD 4031
$9.01B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2013-10-22 |
Branch Locations
1895 E Rodeo Walk Dr Suite 200 #B, Holladay, UT 84117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual | Horsham | PA | 12/2004 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 10/2013 | Present |
1) INSURANCE BROKERAGE | Investment Related: Yes | DBA Name: CAMBRIDGE FINANCIAL; | Position Held: Agent | Address: 1895 E RODEO WALK DR, SUITE 200#B, Holladay, UT 84117 | Start Date: 10/2013 | Nature of Activity: Multi-Line Insurance Brokerage | Approx Hrs Per Mth: 101-140 Hrs | Approx Trading Hrs Per Mth: 26-40 Hrs | Description of Duties: SALES & SERVICE OF LIFE, HEALTH, DI, LTC AND ANNUITY CLIENTS. 2) PAYROLL ACCOUNT | INVESTMENT RELATED: NO | DBA NAME: ADVANTAGE FINANCIAL STRATEGIES | POSITION HELD: PROPRIETOR/OWNER- | ADDRESS: 1895 E RODEO WALK DR, SUITE 200#B, Holladay, UT 84117 | START DATE: 2004-01-01 | NATURE OF ACTIVITY: OTHER- | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 HOURS | DESCRIPTION OF DUTIES: THIS NAME IS USED EXCLUSIVELY TO HANDLE THE PAYROLL FOR MY ASSISTANT. NO BUSINESS IS TRANSACTED WITH THE PUBLIC USING THIS NAME.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-07-11 |
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