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Employer firm

Hornor, Townsend & Kent, LLC CRD 4031

$9.01B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Hornor, Townsend & Kent, Llc

161 Washington Street, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2015-07-17
  • FL RA
    APPROVED
    Since 2015-07-17

Branch Locations

Land O Lakes, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hornor Townsend & Kent Inc Horsham PA 05/2015 Present
Penn Mutual Life Insurance Co Horsham PA 05/2015 Present
  • 05/2015 → Present
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 05/2015 → Present
    Penn Mutual Life Insurance Co
    Horsham, PA
Previous Registrations
Other Businesses

1)INSURANCE BROKERAGE: DBA NAME: 21ST CENTUARY FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: 21121 MARSH HAWK DRIVE, LAND O LAKES, FL 34638; NATURE OF OBA: LIFE INSURANCE SALES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE; POSITION, TITLE, RELATIONSHIP: SALES MANAGER; START DATE OF OBA: 05/2015; # HOURS/MONTH: MORE THAN 140 HRS/MONTHLY;# HOURS/MONTH DURING TRADING: MORE THAN 140 HRS/MONTHLY; DESCRIBE DUTIES: DEVELOPMENT AND TRAINING FOR SALES AND SERVICE OF LIFE, ACCIDENT, HEALTH/DI/ LTC AND ANNUITY WITH NEW PRODUCERS/REPRESENTATIVES. 2)INSURANCE BROKERAGE:DBA NAME:1847FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: 21121 MARSH HAWK DRIVE, LAND O LAKES, FL 34638. NATURE OF OBA: INSURANCE SALES AND SERVICE LIFE INSURANCE; START DATE OF OBA: 8/1/2020; POSITION, TITLE, RELATIONSHIP: DIRECTOR OF BUSINESS DEVELOPMENT; APPROXIMATE NUMBER OF HOURS/MONTH:200; APPROXIMATE NUMBER OF HOURS/MONTH:20; DESCRIBE DUTIES: INSURANCE SALES AND SERVICE OF LIFE INSURANCE PRODUCTS WITH PENN MUTUAL LIFE INSURANCE COMPANY.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-04-27
  • S63 Uniform Securities Agent State Law Examination
    2012-04-27
Other Names
  • Paul Bullara
  • Paul Bullara

View on SEC IAPD

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