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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frey & Co. Cpa's | Walnutport | PA | 02/2022 | Present |
| Baker Tilly | Allentown | PA | 10/2023 | 06/2026 |
| Shepherd Hills Golf Club | Wescosville | PA | 05/2019 | 09/2023 |
| Team X Sports Orefield | Breinigsville | PA | 04/2018 | 06/2022 |
| Locust Valley Golf Club | Coopersburg | PA | 04/2020 | 10/2020 |
| Muhlenberg College | Allentown | PA | 06/2020 | 05/2023 |
| Northwestern Lehigh High School | New Tripoli | PA | 06/2016 | 05/2020 |
| Hornor, Townsend, & Kent Llc | Wilmington | DE | 06/2026 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 121 N BEST AVENUE, STE 2, WALNUTPORT, PA 18088 | START DATE: 06/12/2026 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 40 | APPROX TRADING HRS PER MTH: 40 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 2)CPA | INVESTMENT RELATED: NO | DBA NAME: FREY & CO, CPAS | POSITION HELD: EMPLOYEE | ADDRESS: 121 N BEST AVENUE, STE 2, WALNUTPORT, PA 18088 | START DATE: 02/20/2022 | NATURE OF ACTIVITY: CPA/TAX PREPERATION | APPROX HRS PER MTH: 160 | APPROX TRADING HRS PER MTH: 160 | DESCRIPTION OF DUTIES: ACCOUNTING SERVICES FOR CLIENTS. 3)PROPERTY MANAGEMENT | INVESTMENT RELATED: NO | DBA NAME: RIVERVIEW SOLUTIONS | POSITION HELD: OWNER | ADDRESS: 966 RIVERVIEW DRIVE, WALNUTPORT, PA 18088 | START DATE: 01/2026 | NATURE OF ACTIVITY: PROPERTY MANAGEMENT | APPROX HRS PER MTH: 10 | APPROX TRADING HRS PER MTH: 10 | DESCRIPTION OF DUTIES: PROPERTY MANAGEMENT SERVICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-21 |
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