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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-26 |
| TX | RA | APPROVED | 2025-12-24 |
| CO | RA | APPROVED | 2024-08-09 |
Branch Locations
10901 W Toller Dr, Ste 220, Littleton, CO 80127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 09/2023 | 07/2024 |
| Edge Home Finance | Minnetonka | MN | 03/2020 | 12/2023 |
| Central Bank | Denver | CO | 08/2019 | 03/2020 |
| Cross Country Mortgage | Denver | CO | 10/2018 | 08/2019 |
| Loan Depot | Denver | CO | 04/2018 | 10/2018 |
| City Wide Home Loans | Denver | CO | 12/2017 | 03/2018 |
| Keller Williams Avenues | Wheat Ridge | CO | 08/2017 | 12/2017 |
| Homesmart Realty | Greenwood | CO | 02/2017 | 08/2017 |
| Hudson Stonegate | Westminster | CO | 07/2014 | 02/2017 |
| Hornor, Towsend & Kent, Llc | Horsham | PA | 08/2024 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: NA | POSITION HELD: ASSISTANT | ADDRESS: 10901 W Toller Dr, Ste 220 Littleton, CO, USA, 80127 | START DATE: 08/07/2024 | 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 2) NEW EVERYDAY WEALTH STRATEGIES | POSITION: Partner | NATURE: Wealth Management services | INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2024 | ADDRESS: 10901 W Toller Dr Suite 220, Littleton CO 80127 | DESCRIPTION: Work to find people investing and wealth management solutions that best suit their needs. 3) NEW EVERYDAY WEALTH STRATEGIES THE SPORTS AGENCY | POSITION: Partner NATURE: Wealth Management services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2024 | ADDRESS: 10901 W Toller Dr Suite 220, Littleton CO 80127 | DESCRIPTION: Work to find people investing and wealth management solutions that best suit their needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-09 |
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