Best Investors
Account
Sign in
161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-14 |
Branch Locations
161 Washington Street Floor 11, Suite 1111, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northeastern University | Boston | MA | 08/2020 | 05/2025 |
| Unemployed | Wynnewood | PA | 05/2025 | 09/2025 |
| The Haverford School | Ardmore | PA | 08/2016 | 06/2020 |
| Hornor, Townsend, & Kent Llc | Wilmington | DE | 09/2025 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 161 WASHINGTON STREET, SUITE 1111, CONSHOHOCKEN, PA 19428 | START DATE: 09/18/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 160 | APPROX TRADING HRS PER MTH: 128 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 2)SERGIO FINANCIAL GROUP | POSITION: AGENT | NATURE: AFFILIATE OF 1847FINANCIAL, JUST A DBA USED FOR THE TEAM I AM NOW A PART OF. SAME ACTIVITIES AS AN ADVISOR FOR 1847FINANCIAL; LIFE INSURANCE, ANNUITIES, INVESTMENTS, DISABILITY INSURANCE, LONG-TERM CARE INSURANCE. | INVESTMENT RELATED: YES | NUMBER OF HOURS: 160 | SECURITIES TRADING HOURS: 160 | START DATE: 04/27/2026 | ADDRESS: 388 MAIN STREET, HARLEYSVILLE PA 19438 | DESCRIPTION: SAME DUTIES AS A FINANCIAL ADVISOR OF 1847FINANCIAL; PROSPECTING CLIENTS, OFFERING LIFE INSURANCE, ANNUITIES, INVESTMENT ADVISORY SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2025-10-20 |
Reach out to this advisor