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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2005-02-03 |
Branch Locations
1201 Puerta Del Sol, Ste 206, San Clemente, CA 92673 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor, Townsend & Kent, Inc. | San Clemenite | CA | 02/1998 | Present |
| Penn Mutual Insurance Co | San Clemente | CA | 02/1998 | Present |
1) INSURANCE BROKERAGE - | Investment Related: Yes | DBA Name: SAFFRON FINANCIAL | Position Held: Proprietor/Owner | Address: 1201 PUERTA DEL SOL STE 206, SAN CLEMENTE, CA 92673, | Start Date: 01/01/1998 | Nature of Activity: Life Insurance Brokerage | Approx Hrs Per Mth: 101-140 Hrs | Approx Trading Hrs Per Mth: 26-40 Hrs | Description of Duties: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS INCLUDING THE PENN MUTUAL LIFE INSURANCE COMPANY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-11 |
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