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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-07 |
| WI | RA | APPROVED | 2011-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 11/2011 | Present |
| Penn Mutual Life Insurance | Horsham | PA | 11/2011 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: INDEPENDENCE FINANCIAL, LLC | POSITION HELD: AGENT | ADDRESS: INDEPENDENCE FINANCIAL, LLC1 1488 W SOUTH PARK AVE OSHKOSH, WI 54902 | START DATE: 11/1/2011 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 26-40 HRS | APPROX TRADING HRS PER MTH: 26-40 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY : INCLUDING DISABLITY,AND HEALTH INSURANCE. 2) BOARD OF DIRECTORS - EVERGREEN FOUNDATION, INC | POSITION: Director NATURE: The Evergreen Foundation exists to secure and use resources in support of the Evergreen Retirement Communities mission. | Evergreen Communities, Inc provides exceptional living environments, services and experiences for those age 55 and older. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/13/2025 | ADDRESS: 1130 North Westfield St, Oshkosh WI 54902 | DESCRIPTION: 1) Support the mission , vision and values of Evergreen Retirement Community. 2) Prepare for and participate at Foundation Board meetings and other board-related activities. 3) Promote a culture of philanthropy by making annual and special campaign contributions to the Evergreen Foundation and participating in fund development donor relationship cultivation. 4) Serve as a visible advocate of the Evergreen Foundation through attendance at Evergreen Retirement Functions or as a member of a related committee or task force. 5) Participate in learning opportunities regarding Evergreen Retirement Community and Evergreen Foundation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-05 |
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