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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-17 |
| TX | RA | APPROVED | 2021-08-25 |
| GA | RA | APPROVED | 2004-03-23 |
Branch Locations
980 Woodstock Pkwy Suite 210, Woodstock, GA 30188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Atlanta | GA | 06/2003 | Present |
| Hornor Townsend And Kent ,Inc | Atlanta | GA | 07/2003 | Present |
1) INSURANCE BROKERAGE - DBA: STRATEGIC PLANNING GROUP, INVESTMENT- RELATED,980 WOODSTOCK PKWY Suite 210 WOODSTOCK, GA 30188, United States , INSURANCE SALES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY, AGENT, START DATE: JULY 2003, APPROXIMATE NUMBER OF HOURS/MONTH: MORE THAN 40, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: MORE THAN 40 HRS, DUTIES: LIFE, HEALTH & DISABILITY, LTC, AND ANNUITY SALES AND SERVICE. 2) DIRECTOR | POSITION: DIRECTOR | NATURE: SERVING ON THE BOARD OF DIRECTORS FOR THE HAVEN AT EASTSIDE, INC., A GEORGIA NON-PROFIT CORPORATION. IT WILL BE AN ASSISTED LIVING FACILITY ON THE PROPERTY OF EASTSIDE BAPTIST CHURCH | INVESTMENT RELATED: NO | NUMBER OF HOURS: 1 | SECURITIES TRADING HOURS: 0 | START DATE: 02/05/2026 | ADDRESS: 2450 LOWER ROSWELL ROAD, MARIETTA GA 30068 | DESCRIPTION: "THE GOVERNING BODY OF THE CORPORATION SHALL BE THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS SHALL HAVE SUPERVISION, CONTROL AND DIRECTION OF THE MANAGEMENT, AFFAIRS AND PROPERTY OF THE CORPORATION; SHALL DETERMINE ITS POLICIES OR CHANGES THEREIN; AND SHALL ACTIVELY PROSECUTE ITS PURPOSES AND OBJECTIVES AND SUPERVISE THE DISBURSEMENT OF ITS FUNDS."
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-04 |
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