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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-09 |
| TX | RA | APPROVED | 2025-06-06 |
Branch Locations
391 Landa St Suite 1116, New Braunfels, TX 78130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comal Isd | New Braunfels | TX | 09/2011 | 06/2017 |
| New York Life Insurance Co. | San Antonio | TX | 02/2017 | 06/2025 |
| Nylife Securities Llc | San Antonio | TX | 07/2017 | 06/2025 |
| Eagle Strategies Llc | San Antonio | TX | 03/2022 | 06/2025 |
| Wohlstand Wealth Strategies, Llc | New Braunfels | TX | 10/2023 | Present |
| Hornor, Townsend & Kent, Llc | Wilmington | DE | 06/2025 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: WOHLSTAND WEALTH STRATEGIES, LLC | POSITION HELD: AGENT | ADDRESS: 391 LANDA STREET, SUITE 1116, NEW BRAUNFELS, TX 78130 | START DATE: 01/31/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 20 | APPROX TRADING HRS PER MTH: 20 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2) NAME OF ACTIVITY RAINS LARSEN, LLC | INVESTMENT RELATED: NO | DBA NAME: NA | POSITION HELD: OWNER | ADDRESS: 612 ARROYO DORADO, NEW BRAUNFELS, TX 78130 | START DATE: 08/29/2023 | NATURE OF ACTIVITY: USED TO HOLD PAYMENT FOR 1099 INCOME FROM INSURANCE SALES | APPROX HRS PER MTH: 1 | APPROX TRADING HRS PER MTH: 1 | DESCRIPTION OF DUTIES: BOOKKEEPING MANAGEMENT OF COMMISSIONS 3) TAX MITIGATION AND MANAGEMENT | DBA: PARK HILL | POSITION: Consultant | NATURE: Tax Mitigation and Management INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 11/18/2025 | ADDRESS: 520 Broadway Floor 2, Santa Monica CA 90401 | DESCRIPTION: Tax Mitigation and Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-14 |
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