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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-05-25 |
Branch Locations
110 Fieldcrest Ave Suite 20, Edison, NJ 08837 • 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 |
|---|---|---|---|---|
| Equity Services, Inc. | Montpelier | VT | 01/2013 | 01/2017 |
| National Life Ins Co. | Montpelier | VT | 01/2013 | 01/2017 |
| Hornor Townsend & Kent Inc | Horsham | PA | 01/2017 | Present |
| Penn Mutual Life Insurance Co | Horsham | PA | 01/2017 | Present |
1) RENTAL PROPERTY | INVESTMENT RELATED: NO | DBA NAME: NONE | POSITION HELD: Select One- | ADDRESS: 157 WASHINGTON AVE., WEST CALDWELL, NJ 07006 | START DATE: 2012-12-01 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER- | APPROX HRS PER MTH: Select One | APPROX TRADING HRS PER MTH: Select One | DESCRIPTION OF DUTIES: MANAGE RENTAL PROPERTY, COLLECT RENT, MAINTENANCE & REPAIR. 2)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: OTHER-MANAGING PARTNER | ADDRESS: RARITAN PLAZA I - RARITAN CTR, 110 FIELDCREST AVE, 3RD FL, EDISON, NJ 08818 | START DATE: 01/01/2024 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE- | APPROX HRS PER MTH: OVER 140 HOURS | APPROX TRADING HRS PER MTH: OVER 140 HOURS | DESCRIPTION OF DUTIES: MANAGE RECRUITMENT AND SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-11-03 |
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