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Advisor at HORNOR, TOWNSEND & KENT, LLC
CONSHOHOCKEN, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| HORNOR, TOWNSEND & KENT, LLC | Independent wealth | Jan 7, 2025 | n/a | yes | CONSHOHOCKEN, PA | Current employment |
| CWM, LLC | Bd affiliated wealth | Jul 12, 2021 | Jun 6, 2023 | no | Downingtown, PA|OMAHA, NE | Previous registration |
| WEALTHCARE ADVISORY PARTNERS LLC | Bd affiliated wealth | Mar 10, 2021 | Jul 13, 2021 | no | Downingtown, PA|WEST CHESTER, PA | Previous registration |
| HORNOR, TOWNSEND & KENT, LLC | Independent wealth | Jul 19, 2016 | Dec 31, 2020 | no | CONSHOHOCKEN, PA | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Jan 24, 2014 | Jul 1, 2016 | no | PHILADELPHIA, PA | Previous registration |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | Asset manager | Oct 1, 2007 | Jul 16, 2008 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CWM, LLC | HORNOR, TOWNSEND & KENT, LLC | Jun 6, 2023 | Jan 7, 2025 | 581 | Firm change after gap | Ibd to ibd |
| WEALTHCARE ADVISORY PARTNERS LLC | CWM, LLC | Jul 13, 2021 | Jul 12, 2021 | -1 | Firm change | RIA to ibd |
| HORNOR, TOWNSEND & KENT, LLC | WEALTHCARE ADVISORY PARTNERS LLC | Dec 31, 2020 | Mar 10, 2021 | 69 | Firm change | Ibd to RIA |
| MSI FINANCIAL SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC | Jul 1, 2016 | Jul 19, 2016 | 18 | Firm change | Other |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | MSI FINANCIAL SERVICES, INC. | Jul 16, 2008 | Jan 24, 2014 | 2,018 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 171976:155344:PA:2021-07-13 | Jul 13, 2021 | Jul 12, 2021 | WEST CHESTER, PA | Firm change |
| 14251:4031:PA:2016-07-01 | Jul 1, 2016 | Jul 19, 2016 | PHILADELPHIA, PA | Firm change |