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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-13 |
| TN | RA | APPROVED | 2025-03-24 |
Branch Locations
9020 Overlook Circle Suite 300, Brentwood, TN 37027 • United States
Franklin, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insyte Advisors Llc D/B/A Rich Kurkowski Professional Eosi | Franklin | TN | 06/2021 | Present |
| Stratus Building Solutions Of North Chicago | Lake Bluff | IL | 11/2018 | 04/2021 |
| Franhise Investment Advisors | Libertyville | IL | 02/2018 | 12/2018 |
| N/A | Libertyville | IL | 04/2021 | 06/2021 |
| Abbott Laboratories | Abbott Park | IL | 03/2013 | 03/2018 |
| Hornor, Townsend & Kent, Llc | Wilmington | DE | 02/2025 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 3183 CHASE POINT DRIVE, FRANKLIN, TN 37067 | START DATE: 01/31/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 20 | APPROX TRADING HRS PER MTH: 15 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 2)BUSINESS COACHING | INVESTMENT RELATED: NO | DBA NAME: INSYTE ADVISORS LLC - DBA PROFESSIONAL EOS IMPLENTER | POSITION HELD: OWNER | ADDRESS: 3183 CHASE POINT DRIVE, FRANKLIN, TN 37067 | START DATE: 06/15/2021 | NATURE OF ACTIVITY: BUSINESS COACHING | APPROX HRS PER MTH: 20 | APPROX TRADING HRS PER MTH: 20 | DESCRIPTION OF DUTIES: BUSINESS COACHING & LEADERSHIP TRAINING. 3)INSURANCE BROKERAGE | DBA NAME: INSYTE FINANCIAL | POSITION: PROPRIETOR/OWNER | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 160 | SECURITIES TRADING HOURS: 120 | START DATE: 08/15/2025 | ADDRESS: 9020 OVERLOOK CIRCLE, SUITE 300, BRENTWOOD TN 37027 | DESCRIPTION: INSURANCE BROKERAGE, FINANCIAL PLANNING, INVESTMENT ADVISORY. 4)LEGACYLOCK, LLC | POSITION: LICENSEE | NATURE: I AM A REGISTERED LICENSEE OF LEGACYLOCK, LLC PROVIDING THE SALE OF ESTATE DOCUMENT SOFTWARE TO THE END USER. | INVESTMENT RELATED: NO | NUMBER OF HOURS: 5 | SECURITIES TRADING HOURS: 3 | START DATE: 11/04/2025 | ADDRESS: 3183 CHASE POINT DR, FRANKLIN TN 37067-8156 | DESCRIPTION: I AM A REGISTERED LICENSEE OF LEGACYLOCK, LLC PROVIDING THE SALE OF ESTATE DOCUMENT SOFTWARE TO THE END USER. I RECEIVE A FEE FOR SELLING THE SOFTWARE TO THE END USER. THIS SOFTWARE WILL BE SOLD SEPARATE OF ANY HTK SERVICES AND PLANNING FEES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-07 |
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