Mary Strong

Current Employers

Employment History

• 05/2014 → 01/2019
  Unemployed
  Provo, UT
• 01/2019 → 05/2020
  Byu Business Career Center
  Provo, UT
• 05/2020 → 06/2023
  Roots Management Group
  Gilbert, AZ
• 06/2023 → 12/2023
  Iron Mountain
  Chandler, AZ
• 01/2024 → Present
  Penn Mutual
  Chandler, AZ
• 08/2024 → Present
  Hornor, Townsend & Kent, Llc
  Horsham, PA

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: COMPLETE | START DATE: 01/01/2024 | 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) SELLING STUDY GUIDE | POSITION: PROPRIETOR/OWNER | NATURE:I SELL STUDY MATERIALS FOR INDIVIDUALS TAKING THE SERIES EXAMS.| INVESTMENT RELATED: NO NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/25/2025 | ADDRESS: 1699 E PRESCOTT DR, CHANDLER AZ 85249 | DESCRIPTION: I POST ON TIK TOK AND TALK ABOUT STUDY MATERIALS, I ALSO CREATE AND SELL STUDY MATERIALS FOR INDIVIDUALS TAKING EXAMS. 3) CAMBRIDGE FINANCIAL SERVICES | POSITION: AGENT NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/30/2025 | ADDRESS: 2450 S GILBERT RD #100, CHANDLER AZ 85286 | DESCRIPTION: I ALSO WORK UNDER THE DBA OF CAMBRIDGE FINANCIAL SERVICES. THAT IS HOW OUR OFFICE IS BRANDED IN CHANDLER, AZ. I WORK WITH JASON RUCKER AND ERIC PYLES. 4) WEALTH BY DESIGN | POSITION: PROPRIETOR/OWNER | NATURE: COMPREHENSIVE WEALTH PLANNING | INVESTMENT RELATED: YES NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/08/2026 | ADDRESS: 2450 S GILBERT RD #100, CHANDLER AZ 85286 | DESCRIPTION: I AM THE FOUNDER AND MAIN FINANCIAL ADVISOR. I WORK WITH THE CLIENTS, RUN THE MARKETING, PROVIDE INVESTMENT ADVICE, INSURANCE DIRECTION, ETC. 5) STUDENT LOAN REFERRAL | POSITION: My proposed activity would be limited to referrals. I would not provide student loan, investment, tax, or legal advice on behalf of Student Loan Planner, and their agreement specifically prohibits me from representing myself as an employee, advisor, or representative of their company | NATURE: An affiliate arrangement under which I would receive $200 when someone I refer purchases one of their student loan consultation services. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/24/2026 | ADDRESS: 2450 South Gilbert Road, Suite 100,, Chandler AZ 85286 | DESCRIPTION: My proposed activity would be limited to referring people to a place where they can get help with their student loans. The people I would be referring would NOT be my clients. It would be other individuals who approach me who I cannot help. I would not provide student loan, investment, tax, or legal advice on behalf of Student Loan Planner, and their agreement specifically prohibits me from representing myself as an employee, advisor, or representative of their company

Exams

• S66 Uniform Combined State Law Examination
  2025-07-19

Other Names

• Mary Cox