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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-07 |
| TX | RA | APPROVED_RES | 2025-07-02 |
Branch Locations
2600 North Military Trail Suite 420, Boca Raton, FL 33431 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 11/2016 | 10/2017 |
| Rogero&Williams Roofing And Construction | Jacksonville | FL | 08/2016 | 10/2017 |
| Adpen Laboratories | Jacksonville | FL | 05/2016 | 11/2016 |
| Bank Of America, N.A. | Jacksonville | FL | 11/2016 | 10/2017 |
| Camarda Wealth Advisory Group | Fleming Island | FL | 10/2017 | 08/2018 |
| Securian Financial Services Inc | St Paul | MN | 09/2018 | 05/2019 |
| Minnesota Life Insurance Co | St Paul | MN | 09/2018 | 05/2019 |
| Capital Financial Strategies | Jacksonville | FL | 09/2018 | 05/2019 |
| Mml Investors Services Llc | Coral Gables | FL | 06/2019 | 05/2025 |
| Massmutual Life Insurance Company | Coral Gables | FL | 05/2019 | 05/2025 |
| Hornor, Townsend, & Kent Llc | Wilmington | DE | 07/2025 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: BARAZFIN | POSITION HELD: AGENT | ADDRESS: 2600 NORTH MILITARY TRAIL SUITE 420, BOCA RATON, FL 33431 | START DATE: 06/17/2025 | 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)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 2600 NORTH MILITARY TRAIL SUITE 420, BOCA RATON, FL 33431 | START DATE: 07/02/2025 | 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. 3)REAL ESTATE RENTAL PROPERTIES | INVESTMENT RELATED: NO | DBA NAME: N/A | POSITION HELD: OWNER | ADDRESS: 7920 MERRIL ROAD, UNITS 606, 901, 1412, 1709, JACKSONVILLE, FL 32277 | START DATE: 08/2020 | NATURE OF ACTIVITY: RENTAL PROPERTIES | APPROX HRS PER MTH: 5 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: MANAGE PERSONALLY OWNED RENTAL PROPERTIES. 4)FINANCIAL CONSULTING | DBA: KARP FINANCIAL STRATEGIES | POSITION: JOINT WORK PARTNER WITH APPROVED SPLIT CODE | NATURE: FINANCIAL PLANNING FOR KARP FINANCIAL STRATEGIES' CLIENTS | INVESTMENT RELATED: YES | NUMBER OF HOURS: 10 | SECURITIES TRADING HOURS: 10 | START DATE: 10/07/2025 | ADDRESS: 2600 N MILITARY TRAIL, SUITE 420, BOCA RATON FL 33431 | DESCRIPTION: CONDUCT FINANCIAL CONSULTING BUSINESS UNDER MY APPROVED LICENSES. I WILL BE LISTED ON THEIR WEBSITE SO I CAN CONDUCT BUSINESS UNDER KARP FINANCIAL STRATEGIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-13 |
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