Lukendric Washington

HORNOR, TOWNSEND & KENT

TAMPA, FL 33609

Some features on this profile are disabled

CRD#: 6592627

Professional summary

Lukendric Washington, who also goes by Lukendrie A Washington, Lukendrie Antwain Washington, Luke Washington, is a registered financial advisor currently at HORNOR, TOWNSEND & KENT, LLC located in Tampa, Florida.

Lukendric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Lukendric has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lukendrie A Washington | Lukendrie Antwain Washington | Luke Washington

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)TAX EXPERT, INTUIT TURBO TAX LIVE, 7535 TORREY SANTA FE RD, SAN DIEGO, , CALIFORNIA, 92129, UNITED STATES OF AMERICA, GENERAL EMPLOYMENT, START DATE: 1/25/2019, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, ASSIST IN REVIEWING TAX RETURNS. 2)100% OWNER, ACE & AVA, 7227 NIGHTSHADE DRIVE, RIVERVIEW, FLORIDA, 33578, UNITED STATES OF AMERICA, AUTHOR, and START DATE: 10/24/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, I WRITE BOOKS. 3)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: PROVE WEALTH ADVISORS | POSITION HELD: AGENT | ADDRESS: 5201 WEST KENNEDY BLVD SUITE 640, TAMPA, FL 33609| START DATE: 8/09/2024 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 20 |APPROX TRADING HRS PER MTH: 20 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 4)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 5201 WEST KENNEDY BLVD SUITE 640, TAMPA, FL 33609 | START DATE: 8/09/2024 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 20 |APPROX TRADING HRS PER MTH: 20 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 5)LEGAL CONSULTANT. CONSILIO SERVICES,251 LITTLE FALLS DR., WILMINGTON,DE 19808, UNITED STATES OF AMERICA, GENERAL EMPLOYMENT, START DATE: 6/1/2023, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, ASSIST IN REVIEWING LEGAL DOCUMENTS 6)BOARD MEMBER. FREEDOM PROJECT NETWORK. 120 DELTA AVE, SUNFLOWER, MS 38778 UNITED STATES OF AMERICA, GENERAL EMPLOYMENT, START DATE: 01/01/2020, HOURS PER MONTH: 0, HOURS DURING SECURITIES TRADING HOURS: 0-5, I ASSIST IN DECIDING CURRICULUM FOR STUDENTS AND GROWTH OF THE NON-PROFIT. 7)THE L.A.W. FIRM | POSITION: PROPRIETOR/OWNER | NATURE: ATTORNEY/LEGAL SERVICES | INVESTMENT RELATED: NO | NUMBER OF HOURS: 5 | SECURITIES TRADING HOURS: 5 | START DATE: 01/01/2025 | ADDRESS: 7227 NIGHTSHADE DRIVE, RIVERVIEW FL 33578 | DESCRIPTION: I WILL ASSIST INDIVIDUALS WITH ESTATE PLANNING NEEDS AS WELL AS CONTRACT REVIEW. 8)INSURANCE BROKERAGE | DBA: MANIFEST WEALTH MANAGEMENT | POSITION: AGENT | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 160 | SECURITIES TRADING HOURS: 100 | START DATE: 01/23/2025 | ADDRESS: 5201 WEST KENNEDY BLVD SUITE 640, TAMPA, FL 33609 | DESCRIPTION: SALES OF INSURANCE PRODUCTS AND ANNUITIES, INVESTMENTS, FINANCIAL PLANNING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lukendric Washington's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Lukendric Washington's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 16, 2024 - Present

HORNOR, TOWNSEND & KENT, LLC

Office #1: 5201 West Kennedy Blvd Suite 640, Tampa, FL 33609

RIA

CRD#: 4031

TAMPA, FL

Current

August 16, 2024 - Present

HORNOR, TOWNSEND & KENT, LLC

Office #1: 5201 West Kennedy Blvd Suite 640, Tampa, FL 33609

RIA

CRD#: 4031

TAMPA, FL

Past

November 26, 2018 - August 5, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

TAMPA, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031 / SEC#: 801-56151, 8-14715

RIA

Registered Investment Advisory firm - SEC (2/25/1999 Approved)

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(8/16/2024)

Arizona
(8/16/2024)

California
(8/16/2024)

District of Columbia
(8/16/2024)

Florida
(8/16/2024)

IAR

Florida
(8/19/2024)

Georgia
(8/16/2024)

Illinois
(8/16/2024)

Louisiana
(8/16/2024)

Maryland
(8/16/2024)

Michigan
(8/16/2024)

Mississippi
(8/16/2024)

Missouri
(8/16/2024)

New Jersey
(8/16/2024)

New Mexico
(8/16/2024)

New York
(8/16/2024)

North Carolina
(8/16/2024)

Ohio
(8/16/2024)

Oregon
(8/16/2024)

Pennsylvania
(8/16/2024)

Texas
(8/16/2024)

IAR

Texas
(8/16/2024)

Virginia
(8/16/2024)

Washington
(8/16/2024)

Wyoming
(8/16/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 10/18/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/26/2018

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/13/2018

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031 / SEC#: 801-56151, 8-14715

RIA

Registered Investment Advisory firm - SEC (2/25/1999 Approved)

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

161 Washington Street Suite 1111, Conshohocken, PA 19428

Mailing Address

161 Washington Street Suite 1111, Conshohocken, PA 19428

Phone number

(215) 957-7300

Established

Delaware since 09/09/2024

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Large

# of Employees

442

SEC notice filing (51 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

HTK ADVISORY SERVICES DISCLOSURE BROCHURE - ADV PART 2A (8/12/2025)

HTK WRAP FEE PROGRAM BROCHURE - PART 2A APPENDIX (8/12/2025)

Direct owners and executive officers

Name	Position	CRD#
1847 FINANCIAL LLC	SHAREHOLDER
GUNZENHAUSER, RADFORD MICHAEL	FINOP	7253452
HUCKERBY, KEITH GORDON	MANAGER	2641591
MASON, ANN-MARIE	CHIEF LEGAL OFFICER AND SECRETARY	7145020
MULLER, NIKI LEE	PRINCIPAL OPERATIONS OFFICER	7364066
NAGENGAST, HEATHER JILL	PRESIDENT, MANAGER	5300554
O'MALLEY, DAVID MICHAEL	CHAIRMAN AND MANAGER	4468593
ROBINSON, VICTORIA MARIE	CHIEF COMPLIANCE OFFICER, MANAGER	4556827
WYANT, JUSTIN	MANAGER	8146157

Regulatory assets under management

Total Number of Accounts	31,522
AUM (Assets Under Management)	$ 7,753,847,039

Disclosures

Regulatory Event	11
Arbitration	6

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Lukendric Washington

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lukendric Washington's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Lukendric Washington's CRS (Customer Relationship Summary).

Certified licenses

Experience

HORNOR, TOWNSEND & KENT, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

HORNOR, TOWNSEND & KENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/18/2018

Series 7TO

Date: 11/26/2018

SIE

Date: 11/13/2018

FINRA

Current Firm

HORNOR, TOWNSEND & KENT, LLC

Contact information

SEC notice filing (51 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

HORNOR, TOWNSEND & KENT, LLC

TRUST BUT VERIFY

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