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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-13 |
Branch Locations
161 Washington St Suite 1111, Conshohocken, PA 19428 • United States
Pittsburgh, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Temple University Campus Safety Services | Philadelphia | PA | 08/2016 | 05/2017 |
| Temple University | Philadelphia | PA | 08/2016 | 05/2017 |
| Unemployed | Elverson | PA | 05/2017 | 06/2017 |
| The Vanguard Group, Inc. | Malvern | PA | 07/2017 | 03/2020 |
| Ubs Financial Services Inc. | Philadelphia | PA | 03/2020 | 02/2022 |
| Lincoln Financial Advisors | Philadelphia | PA | 02/2022 | 05/2024 |
| Lincoln Financial Securities | Philadelphia | PA | 02/2022 | 05/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 05/2024 | 03/2025 |
| 1847Financial | Draper | UT | 05/2025 | Present |
| Unemployed | Philadelphia | PA | 04/2025 | 05/2025 |
| Hornor, Townsend & Kent, Llc | Wilmington | DE | 06/2025 | Present |
INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 907 BRIGHTON RD, APT 2, PITTSBURGH, PA 15233 | START DATE: 05/27/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 40 | APPROX TRADING HRS PER MTH: 40 | DESCRIPTION OF DUTIES: ASSIST WITH INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-10 |
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