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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-17 |
Branch Locations
200 Valencia Dr Ste 146, Jacksonville, NC 28546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mceuen Legacy Planning | Jacksonville | NC | 10/2021 | Present |
| Metlife | Cary | NC | 12/2017 | 10/2021 |
| United States Navy | Newport | RI | 09/1997 | 09/2017 |
| Hornor, Townsend, & Kent Llc | Wilmington | DE | 07/2026 | Present |
INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: MCEUEN LEGACY PLANNING | POSITION HELD: AGENT | ADDRESS: 200 VALENCIA DR, STE 146, JACKSONVILLE, NC 28546 | START DATE: 10/22/2021 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 160 | APPROX TRADING HRS PER MTH: 140 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-13 |
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