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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-20 |
| CO | RA | APPROVED | 2025-09-02 |
Branch Locations
2679 W Main St Suite 243, Littleton, CO 80120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kingsoopers | Littleton | CO | 08/2000 | 10/2016 |
| New York Life Insurance Co. | Denver | CO | 07/2016 | 01/2025 |
| J.P. Morgan Securities Llc | Denver | CO | 01/2023 | 02/2023 |
| Jpmorgan Chase Bank, N.A. | Denver | CO | 01/2023 | 02/2023 |
| Hornor, Townsend & Kent | Wilmington | DE | 01/2025 | Present |
INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: WEALTHEASE | POSITION HELD: AGENT | ADDRESS: 2679 MAIN ST, STE 243, LITTLETON, CO 80120 | START DATE: 09/11/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 10 | APPROX TRADING HRS PER MTH: 10 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-19 |
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