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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-09-30 |
Branch Locations
655 Craig Rd Suite 338, Creve Coeur, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Wealth Solutions | St. Louis | MO | 06/2024 | 06/2025 |
| Bob Mahoney Plumbing And Excavation | Fenton | MO | 06/2024 | 08/2024 |
| Grand Slame | Fenton | MO | 12/2019 | 08/2023 |
| Epic 6 | Fenton | MO | 07/2018 | 12/2019 |
| Columbia College | Columbia | MO | 08/2021 | 05/2025 |
| Hornor, Townsend & Kent, Llc | Wilmington | DE | 07/2025 | Present |
| Middle School/High School | Arnold | MO | 07/2015 | 06/2018 |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT | ADDRESS: 655 CRAIG RD, SUITE 338, CREVE COEUR, MO 63141| START DATE: 06/30/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 80 | APPROX TRADING HRS PER MTH: 80 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2) INSURANCE BROKERAGE | DBA: Continuity Planning Group | POSITION: Agent | NATURE: Life Insurance brokerage | INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 12/05/2025 | ADDRESS: 655 Craig Road, Suite 338, Creve Couer MO 63141 | DESCRIPTION: I'm a wholistic financial advisor helping clients create their financial plan.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-19 |
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