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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-30 |
| TX | RA | APPROVED | 2021-05-26 |
| PA | RA | APPROVED | 2017-01-06 |
Branch Locations
161 Washington Street Floor 11, Suite 1111, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kistler-Tiffany Advisors | Berwtb | PA | 01/2013 | 11/2016 |
| Comprehensive Asset Management & Servicing | Parsippany | NJ | 01/2013 | 11/2016 |
| Hornor Townsend & Kent Inc | Horsham | PA | 12/2016 | Present |
| Penn Mutual Life Insurance | Horsham | PA | 10/2000 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847 PRIVATE CLIENT GROUP | POSITION HELD: PARTNER | ADDRESS: 161 WASHINGTON STREET FLOOR 11, SUITE 1111, CONSHOHOCKEN, PA 19428 | START DATE: 4/1/2018 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY :INCLUDING LIFE SETTLEMENTS EFFECTIVE 06 03 2022. 2) FINANCIAL SERVICES FIRM AFFILIATED WITH A CPA FIRM. | INVESTMENT RELATED: YES | DBA NAME: KRS FINANCIAL SERVICES LLC | POSITION HELD: PARTNER | ADDRESS: 80 ROUTE 4 EAST SUITE 370 PARAMUS, NJ 07628 | START DATE: 12/1/2022 | NATURE OF ACTIVITY: FINANCIAL SERVICES FIRM | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: PROVIDING FINANCIAL SERVICES, FINANCIAL PLANNING AND 401K/RETIREMENT PLANS FINANCIAL SERVICES FIRM THAT IS AFFILIATED WITH A CPA FIRM.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-05 |
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