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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-06 |
| TX | RA | APPROVED_RES | 2017-04-27 |
| GA | RA | APPROVED | 2007-03-09 |
Branch Locations
980 Woodstock Pkwy Suite 210, Woodstock, GA 30188 • United States
420 East Park Ave Suite 306, Greenville, SC 29601 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Atlanta | GA | 01/2003 | Present |
| Hornor Townsend And Kent,Inc | Atlanta | GA | 01/2003 | Present |
1)INSURANCE BROKERAGE - DBA: STRATEGIC PLANNING GROUP, INVESTMENT-RELATED, 420 EAST PARK AVE, SUITE 306, GREENVILLE, SC, 29601 , INSURANCE SALES, AGENT/SENIOR VICE PRESIDENT, START DATE: 07/01/2013, APPROXIMATE NUMBER OF HOURS/MONTH: 40, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 40, DUTIES: INSURANCE SALES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY INCLUDING LIFE SETTLEMENTS EFFECTIVE 10/27/2008. 2) LANDLORD | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 2904 E. DOLPHIN DR OAK ISLAND, NC 28465 | START DATE: 4/1/2020 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: RENTAL INCOME
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-01 |
| S65 | Uniform Investment Adviser Law Examination | 1997-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-14 |
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