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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-08 |
Branch Locations
381 Mansfield Av, Ste 400, Pittsburgh, PA 15220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Womanspeak | Pittsburgh | PA | 04/2017 | 03/2020 |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 04/2019 | Present |
| Solas Healing Arts | New Castle | PA | 06/2023 | Present |
| Self-Employed | Pittsburgh | PA | 08/2015 | 11/2018 |
| K2 Creative, Llc | Pittsburgh | PA | 02/2022 | 12/2022 |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: BRIDGER FINANCIAL GROUP | POSITION HELD: EMPLOYEEAGENT REGISTER ASSISTANT | ADDRESS: 381 MANSFIELD AVE, PITTSBURGH, PA 15220 | START DATE: 11/22/2023 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 145 | APPROX TRADING HRS PER MTH: 145 | DESCRIPTION OF DUTIES: EXECUTIVE ASSISTANT SUPPPORT ROLE WORKING WITH INSURANCE & INVESTMENTS SALES AND SERVICE OF LIFE PRODUCTS INCLUDING PENN MUTUAL. 2)WELLNESS EDUCATION | INVESTMENT RELATED: NO | DBA NAME: SOLAS HEALING ARTS | POSITION HELD: OWNER | ADDRESS: 502 GARDNER STOP RD, NEW CASTLE, PA 16101 | START DATE: 11/22/2023 | NATURE OF ACTIVITY: WELLNESS & EDUCATION | APPROX HRS PER MTH: 15 | APPROX TRADING HRS PER MTH: 3 | DESCRIPTION OF DUTIES: WORKING WITH WELLNESS SESSIONS BUSINESS OPERATION WORKSHOP FACILITATOR. 3)INSURANCE BROKERAGE | DBA: CSC FINANCIAL STRATEGIES | POSITION: Agent | NATURE: Insurance Brokerage | INVESTMENT RELATED: Yes | NUMBER OF HOURS: 10 | SECURITIES TRADING HOURS: 10 | START DATE: 11/05/2025 | ADDRESS: 381 Mansfield Ave, Suite 400, Pittsburgh PA 15220 | DESCRIPTION: Sales and service of insurance products. 4)UNITY SPIRITUAL CENTRE | POSITION: Board member | NATURE: Church non-profit | INVESTMENT RELATED: No | NUMBER OF HOURS: 3 | SECURITIES TRADING HOURS: 0 | START DATE: 11/16/2025 | ADDRESS: 1226 Naylor Lloyd Road, Girard OH 44420 | DESCRIPTION: Attend monthly board meetings, vote on organization matters. 5)STRATEGIC CONSULTING ADVISORS, LLC | DBA: STRATEGIC LEGACY PLANNING | POSITION: Employee | NATURE: Attorney/Legal Services | INVESTMENT RELATED: No | NUMBER OF HOURS: 8 | SECURITIES TRADING HOURS: 8 | START DATE: 11/05/2025 | ADDRESS: 381 Mansfield Ave, Suite 400, Pittsburgh PA 15220 | DESCRIPTION: STRATEGIC CONSULTING ADVISORS, LLC IS PARTNERING WITH TRUST&WILL.COM TO OFFER BASIC ESTATE PLANNING & REVOCABLE TRUSTS TO CLIENTS THROUGH TRUST&WILL.COM. STRATEGIC CONSULTING ADVISORS, LLC WILL INVOICE THESE SERVICES SEPARATELY & COLLECT PAYMENTS SEPARATE FROM ANY OTHERS RECEIVED. STRATEGIC CONSULTING ADVISORS, LLC & THE CLIENT WILL SIGN AGREEMENTS SEPARATE FROM ANY PROVIDED OR WITH HTK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-30 |
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