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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-09-22 |
Branch Locations
2600 North Military Trail Suite 420, Boca Raton, FL 33431 • United States
1500 East Robinson St Suite C, Orlando, FL 32803 • 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 |
|---|---|---|---|---|
| Securian Financial Services Inc. | St. Paul | MN | 03/2012 | 09/2019 |
| Minnesota Life | St. Paul | MN | 03/2012 | 09/2019 |
| Omni Financial Services Inc. | Fort Myers | FL | 03/2012 | 09/2019 |
| Omni Financial Services Of Lee County Inc | Ft Meyers | FL | 03/2012 | 09/2019 |
| Omni Payroll Solutions Llc | Ft Meyers | FL | 03/2012 | 09/2019 |
| The Continuing Education Academy Llc | Ft Meyers | FL | 03/2012 | 08/2018 |
| Omni Resource Group Of Sw Florida | Ft Meyers | FL | 03/2012 | 09/2019 |
| Penn Mutual Life Insurance Co | Horsham | PA | 10/2019 | Present |
| Hornor Townsend & Kent Llc | Wilmington | DE | 10/2019 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 2600 NORTH MILITARY TRAIL SUITE 420, BOCA RATON, FL 33431 | START DATE: 10/02/2019 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: 101-140 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-10-04 |
| S65 | Uniform Investment Adviser Law Examination | 2001-12-21 |
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