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Account
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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-25 |
| KS | RA | APPROVED | 2024-06-13 |
Branch Locations
4000 West 114Th Street Suite 140, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Overland Park | KS | 08/2023 | 04/2024 |
| Massmutual Life Insurance Co | Overland Park | KS | 08/2023 | 04/2024 |
| John Deere | Olathe | KS | 06/2005 | 11/2023 |
| Guardian Life Insurance Comapany | Saint Louis | MO | 05/2024 | 05/2024 |
| Park Avenue Securities | Saint Louis | MO | 05/2024 | 05/2024 |
| Hornor, Townsend & Kent, Llc | Horsham | PA | 06/2024 | Present |
| Penn Mutual Life Insurance Company | Horsham | PA | 06/2024 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL| POSITION HELD: AGENT | ADDRESS: 4000 W 114TH ST, STE 140, LEAWOOD, KS 66211 | START DATE: 06/13/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 40 | APPROX TRADING HRS PER MTH: 40 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2) INSURANCE BROKERAGE | POSITION: Partner | DBA: Total Financial Partners | NATURE: Life Insurance brokerage | INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/14/2025 |ADDRESS: 4000 W 114th St, Leawood KS 66221 | DESCRIPTION: Life insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-22 |
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