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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | San Diego | CA | 10/2016 | 08/2022 |
| Student | Tacoma | WA | 08/2012 | 09/2016 |
| Jonathan Aires | La Jolla | CA | 09/2022 | 11/2022 |
| Northwestern Mutual Investment Services Llc | La Jolla | CA | 09/2022 | 11/2022 |
| Cetera Investment Services Llc | San Diego | CA | 03/2023 | 02/2025 |
| Unknown | San Diego | CA | 11/2022 | 02/2023 |
| Cetera Investment Advisors Llc | San Diego | CA | 03/2023 | 02/2025 |
| Hornor, Townsend, & Kent Llc | Wilmington | DE | 02/2025 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: NORSEMAN FINANCIAL | POSITION HELD: AGENT | ADDRESS: 1 LONGFELLOW PL, APT 1615, BOSTON, MA 02114 | START DATE: 02/17/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 80 | APPROX TRADING HRS PER MTH: 40 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 2)NON-PROFIT | INVESTMENT RELATED: NO | DBA NAME: NORTH PARK MAIN STREET | POSITION HELD: BOARD MEMBER/CO-CHAIR | ADDRESS: 2948 UNIVERSITY AVENUE, SAN DIEGO, CA 92104 | START DATE: 05/01/2024 | NATURE OF ACTIVITY: NON-PROFIT | APPROX HRS PER MTH: 2 | APPROX TRADING HRS PER MTH: 8| DESCRIPTION OF DUTIES: VOTING ON THE BOARD OF DIRECTORS, HELPING ORGANIZE COMMUNITY EVENTS, ENGAGE WITH LOCAL BUSINESS OWNERS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-27 |
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