Adam Todd Sherman

Current Employers

Employment History

• 07/2016 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA
• 07/2016 → Present
  Hornor Townsend & Kent Inc
  Horsham, PA

Previous Registrations

• 2004-08-23 → 2016-08-02
  Firstrust Financial Advisors
  Philadelphia , PA
• 2011-02-07 → 2016-07-01
  Msi Financial Services, Inc.
  Philadelphia, PA
  Orlando, FL
  Philadelphia, PA
• 2002-07-05 → 2011-02-10
  Equitable Advisors, Llc
  Philadelphia, PA
  Philadelphia, PA
• 2001-08-09 → 2004-12-17
  Progress Financial Advisors
  Philadelphia, PA

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED - YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT | ADDRESS: 161 WASHINGTON STREET FLOOR 11, SUITE 1111, CONSHOHOCKEN, PA 19428 & 2600 NORTH MILITARY TRAIL SUITE 420, BOCA RATON, FL 33431 | START DT: 6/24/2016 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: 101-140 HRS | DESCRIPTION OF DUTIES: SALES & SERVICE OF LIFE, ACCIDENT, HEALTH/DI/LTC & ANNUIY ACCOUNTS FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INS. CO. 2) BOARD MEMBER | INVESTMENT RELATED - NO | DBA NAME: GREEN VALLEY COUNTRY CLUB | POSITION HELD: BOARD MEMBER/TRUSTEE | ADDRESS: 201 W. RIDGE PIKE, LAFAYETTE HILL, PA 19444 | START DT: 1/1/1994 | NATURE OF ACTIVITY: OTHERCOUNTRY CLUB | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS | DESCRIPTION OF DUTIES: CHAIRMAN OF NOMINATING COMMITTEE AT CLUB; OVERSIGHT OF NOMINATIONS OF BOARD MEMBERSHIP. 3) PHILADELPHIA YOUTH BASKETBALL BOARD MEMBER | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: DIRECTOR | ADDRESS: MELLON BANK CENTER 1735 MARKET STREET PHILADELPHIA, PA 19103 | START DATE: 3/25/2018 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: ATTEND MEETS , ASSESS STRATEGY. 4) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847 PRIVATE CLIENT GROUP | POSITION HELD:FOUNDING PARTNER/AGENT | ADDRESS: 161 WASHINGTON STREET FLOOR 11, SUITE 1111, CONSHOHOCKEN, PA 19428 & 2600 NORTH MILITARY TRAIL SUITE 420, BOCA RATON, FL 33431 | START DATE: 4/1/2018 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY INCLUDING LIFE SETTLEMENTS START DATE 04/15/2020. 5) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: LION STREET | POSITION HELD: AGENT | ADDRESS: 161 WASHINGTON STREET FLOOR 11, SUITE 1111, CONSHOHOCKEN, PA 19428 & 2600 NORTH MILITARY TRAIL SUITE 420, BOCA RATON, FL 33431 |START DATE: 12/24/2020 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS. 6)BOCA RATON ESTATE PLANNING COUNCIL | POSITION: DIRECTOR | NATURE: EDUCATIONAL AND NETWORKING GROUP IN THE ESTATE PLANNING PROFESSION | INVESTMENT RELATED: NO | NUMBER OF HOURS: 3 | SECURITIES TRADING HOURS: 0 | START DATE: 11/01/2022 | ADDRESS: 7244 VALENCIA DRIVE, BOCA RATON FL 33433 | DESCRIPTION: I AM A DIRECTOR OF ESTATE PLANNING COUNCIL, WE ARE LOOKING TO PROVIDE TOP SPEAKERS AND NETWORKING OPPORTUNITIES FOR ESTATE PLANNING PROFESSIONAL. 7)ADJUNCT FACULTY MEMBER | POSITION: EMPLOYEE | NATURE: TEACHING A UNDERGRADUATE/GRADUATE LEVEL FINANCE CLASS AT FLORIDA ATLANTIC UNIVERSITY | INVESTMENT RELATED: NO | NUMBER OF HOURS: 10 | SECURITIES TRADING HOURS: 0 | START DATE: 01/01/2024 | ADDRESS: FLORIDA ATLANTIC UNIVERSITY, 777 GLADES RD, BOCA RATON FL 33431 | DESCRIPTION: I WILL BE TEACHING A FINANCE CLASS AT THE COLLEGE LEVEL. THE INITIAL CLASS IS CASE STUDIES IN FINANCIAL MANAGEMENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-03-09
• S63 Uniform Securities Agent State Law Examination
  1986-04-07

Designations

Other Names

• Adam T Sherman