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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-07-30 |
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 |
|---|---|---|---|---|
| The Sovereign Ins Grp | West Chester | PA | 03/1998 | Present |
| Lincoln Financial Securities Corporation | Devon | PA | 07/2008 | 03/2018 |
| Penn Mutual Life Insurance | Horsham | PA | 03/2018 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 03/2018 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT | ADDRESS: 161 WASHINGTON STREET FLOOR 11, SUITE 1111, CONSHOHOCKEN, PA 19428| START DATE: 2/28/2018 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: OVER 140 HRS | DESCRIPTION OF DUTIES: SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO. 2) HEALTH & DISABILITY INSURANCE BROKERAGE | INVESTMENT RELATED: NO | DBA NAME: STERLING BENEFITS, LLC | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 161 WASHINGTON STREET FLOOR 11, SUITE 1111, CONSHOHOCKEN, PA 19428 | START DATE: 1/1/2015 | NATURE OF ACTIVITY: DISABILITY/HEALTH INSURANCE | APPROX HRS PER MTH: 26-40 HRS | APPROX TRADING HRS PER MTH: 26-40 HRS | DESCRIPTION OF DUTIES: 50% OWNERSHIP OF FIRM OFFERS CONSULTING AND HEALTH BENEFITS TO CLIENTS. 3) RENTAL PROPERTY OWNER | INVESTMENT RELATED: NO | DBA NAME: 864 PROPERTIES, LLC | POSITION HELD: PARTNER | ADDRESS: 252 RADNOR CHESTER RD., ST DAVIDS, PA 19087 | START DATE: 1/1/2015 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: 25% LIMITED PARTNER OF OFFICE BUILDING SPLIT WITH STERLING BENEFITS AND AN ACCOUNTING FIRM THAT OCCUPIES THE BALANCE OF SPACE. 4) P&C INSURANCE BROKERAGE | INVESTMENT RELATED: NO | DBA NAME: SOVEREIGN INSURANCE GROUP, LLC | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 400 WEST LANCASTER AVE, DEVON, PA 19333 | START DATE: 1/2/1986 | NATURE OF ACTIVITY: PROPERTY/CASUALTY INSURANCE | APPROX HRS PER MTH: 26-40 HRS | APPROX TRADING HRS PER MTH: 26-40 HRS | DESCRIPTION OF DUTIES: SALES & SERVICE OF P&C, COMMERCIAL LINE ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-10-07 |
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