Best Investors
Account
Sign in
161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-12-02 |
| NC | RA | APPROVED | 2018-06-01 |
| FL | RA | APPROVED | 2011-10-27 |
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 |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 09/2010 | Present |
| Penn Mutual Life Insurance Co | Horsham | PA | 09/2010 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: STATEGIC PLANNING GROUP | POSITION HELD: MANAGING PARTNER | ADDRESS: 980 WOODSTOCK PKWY Suite 210, WOODSTOCK, GA 30188| START DATE: 05/29/2018| NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE OF LIFE, HEALTH/DI, ANNUITY FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2) ADJUNCT TEACHING | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: OTHER - | ADDRESS: 304 WILLIAM FALLS DR. CANTON, GA 30114 | START DATE: 6/2/2012 | NATURE OF ACTIVITY: PROFESSOR | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: DELIVERING PREPARED COURSES TO STUDENTS IN AREAS RELATED TO MY DOCTORATE ON AN ADJUNCT BASIS FOR VARIOUS UNIVERSITIES. LIMITATIONS - CANNOT SOLICTE BUSINESS IN YOUR CLASSES. 3) PARKS FAMILY FOUNDATION | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: TRUSTEE | ADDRESS: 304 WILLIAM FALLS DR. CANTON, GA 30114 | START DATE: 7/24/2011 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: ADD INPUT AND SIGN CHECKS AS REQUESTED LIMITATIONS - YOU MUST ADVISE HTK IF YOU OPEN AN ADVISORY ACCOUNT OR BROKERAGE ACCOUNT. 4) ATLANTA YOUTH RUGBY BOARD TREASURER | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: OFFICER | ADDRESS: 1531 N MORNINGSIDE DR NE ATLANTA, GA 30306 | START DATE: 12/1/2021 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: POSITION OF TREASURER ON THE BOARD. THERE IS A SEPARATE CONTROLLER WHO HANDLES ALL FINANCIAL MATTERS. : MY POSITION DOES NOT HANDLE DAY TO DAY TREASURER DUTIES. 5) HOSTING INSURANCE RELATED EVENTS | INVESTMENT RELATED: NO | DBA NAME: SPG LIGHTHOUSE LLC | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 230 WATERFORD FALLS DR CANTON, GA 30114 | START DATE: 8/9/2022 | NATURE OF ACTIVITY: NETWORKING GROUP | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: INFORMATIONAL MEETINGS: ORGANIZING INFORMATIONAL SEMINARS PERIODICALLY FOR FINANCIAL PROFESSIONALS 6)LIFE INSURANCE SETTLEMENTS: POSITION: Agent NATURE: LIFE INSURANCE SETTLEMENTS LIS 12/15/2022 INVESTMENT RELATED: Yes NUMBER OF HOURS: 41 SECURITIES TRADING HOURS: 41 START DATE: 12/15/2022 ADDRESS: 980 WOODSTOCK PKWY Suite 210, WOODSTOCK, GA 30188 DESCRIPTION: DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE OF LIFE, HEALTH/DI, ANNUITY FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. LIFE INSURANCE SETTLEMENTS (LIS) EFFECTIVE 12/15/2022. 7)INSURANCE BROKERAGE | POSITION: Team Member NATURE: Life Insurance brokerage | INVESTMENT RELATED: Yes | NUMBER OF HOURS: 10 | SECURITIES TRADING HOURS: 10 | START DATE: 03/01/2023 |ADDRESS: 14785 Seminole Trail, Seminole FL 33776, United States | DESCRIPTION: Insurance sales & service for multiple carriers, including Penn Mutual Life Insurance Company (including Life, Disability, LTC, Health). 8) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: MANAGING PARTNER | ADDRESS: 980 WOODSTOCK PKWY Suite 210, WOODSTOCK, GA 30188 | START DATE: 01/01/2024| NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE OF LIFE, HEALTH/DI, ANNUITY FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-03-31 |
Reach out to this advisor