DFX Intelligence
Advisors
Advisors registered through Hornor, Townsend & Kent, LLCAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
468 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Richard Douglas Weinstein dual registrant | Hornor, Townsend & Kent, LLC independent RIA | Doylestown, Pa | Sep 9, 2014 | 24 y | 1 | 2 |
| Simon Weinstock dual registrant | Hornor, Townsend & Kent, LLC independent RIA | Monroe, Ny | Aug 13, 2024 | 20 y | 0 | 2 |
| Donald Weis dual registrant | Hornor, Townsend & Kent, LLC independent RIA | Tampa, Fl | Nov 18, 2024 | 20 y | 2 | 2 |
| J•••• S• W•••• dual registrant | H•••••• T••••••• • K•••• L•• independent RIA | Philadelphia, Pa | Jun 22, 2020 | 24 y | 1 | 1 |
| E•••• L••• W•••• dual registrant | H•••••• T••••••• • K•••• L•• independent RIA | Conshohocken, Pa | Aug 8, 2025 | 12 y | 2 | 1 |
| G•••• J••••• W••••• Chartered Financial Consultant · dual registrant | H•••••• T••••••• • K•••• L•• independent RIA | Edison, Nj | Nov 3, 2017 | 42 y | 2 | 2 |
| K••••••• R•• W••••• Chartered Financial Consultant · dual registrant | H•••••• T••••••• • K•••• L•• independent RIA | Plymouth Meeting, Pa | May 13, 2014 | 14 y | 0 | 2 |
| R••••• W••••••• Certified Financial Planner · dual registrant | H•••••• T••••••• • K•••• L•• independent RIA | Bethlehem, Pa | Dec 20, 2007 | 40 y | 0 | 1 |
| D••••• J••• W••••• dual registrant | H•••••• T••••••• • K•••• L•• independent RIA | Conshohocken, Pa | Jan 1, 2025 | 14 y | 3 | 1 |
| R••••• P••• W••••• dual registrant | H•••••• T••••••• • K•••• L•• independent RIA | Cincinnati, Oh | May 20, 2024 | 26 y | 6 | 1 |
| C••••••••• L•••• W••• | H•••••• T••••••• • K•••• L•• independent RIA | Danville, Ky | Aug 19, 2026 | 21 y | 1 | 2 |
| J•••• G•••• W•••••• Certified Financial Planner · dual registrant | H•••••• T••••••• • K•••• L•• independent RIA | Holladay, Ut | Apr 23, 2007 | 43 y | 1 | 1 |
| K•••••• J•• W•••••• dual registrant | H•••••• T••••••• • K•••• L•• independent RIA | Trevor, Wi | Jan 8, 2025 | 10 y | 3 | 2 |
| J•••• Y•••••• dual registrant | H•••••• T••••••• • K•••• L•• independent RIA | Conshohocken, Pa | Jan 29, 2025 | 13 y | 0 | 3 |
| R••••• W• Y••••• dual registrant | H•••••• T••••••• • K•••• L•• independent RIA | Franklin, Tn | Nov 24, 2025 | 25 y | 1 | 2 |
| P•••• M•••••• Z•••••• dual registrant | H•••••• T••••••• • K•••• L•• independent RIA | Merchantville, Nj | Jul 31, 2002 | 31 y | 0 | 1 |
| J•••••• Z••••• dual registrant | H•••••• T••••••• • K•••• L•• independent RIA | Roselle Park, Nj | Nov 19, 2021 | 15 y | 1 | 2 |
| B•••• A•••••• Z••••• Certified Financial Planner · dual registrant | H•••••• T••••••• • K•••• L•• independent RIA | Cincinnati, Oh | Dec 6, 2021 | 10 y | 1 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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