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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2004-04-06 |
Branch Locations
16633 N Dallas Parkway Suite 525, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend And Kent, Inc | Addison | TX | 04/2004 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: PENN MUTUAL WEALTH STRATEGIES | POSITION HELD: AGENT | ADDRESS: 16633 N DALLAS PKWY., SUITE 525, ADDISON, TX 75001 | START DATE: 03/2004 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE | APPROX HRS PER MTH: 26-40 HRS | APPROX TRADING HRS PER MTH: 26-40 HRS | DESCRIPTION OF DUTIES: SALE AND SERVICE OF INSURANCE PRODUCTS INCLUDING LIFE, DISABILITY, LONG-TERM CARE AND ANNUITIES. 2) CHANDLER & KNOWLES FINANCIAL | INVESTMENT RELATED - YES | DBA NAME: CHANDLER & KNOWLES FINANCIAL | POSITION HELD: PARTNERAGENT | ADDRESS: 16633 N DALLAS PKWY STE 525 ADDISON, TX 75001 | START DT: 6/8/2016 | 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: SALE AND SERVICE OF INSURANCE PRODUCTS :LIFE, DISABILITY, LONG-TERM CARE AND ANNUITIES INCLUDING PENN MUTUAL. 3)INSURANCE BROKERAGE | DBA NAME: WEALTH COORDINATION PARTNERS | POSITION: Advisor | NATURE: Life Insurance brokerage | INVESTMENT RELATED: Yes | NUMBER OF HOURS: 40 | SECURITIES TRADING HOURS: 40 | START DATE: 11/01/2023 | ADDRESS: 16633 N Dallas Parkway, Suite 525, Addison TX 75001 | DESCRIPTION: financial planning. 4) WE ROCK THE SPECTRUM | POSITION: Proprietor/Owner| NATURE: Retail Sales | INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/30/2026 | ADDRESS: TBD, United States | DESCRIPTION: My daughter and son in law will manage and run the day to day operations. I will be involved as little as possible. My plan is to check in on the business once every weekend.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-11-14 |
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