JV
Joshua D. Vinson
HORNOR, TOWNSEND & KENT
SUNNY ISLES BEACH, FL
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CRD#: 6948802
JV
Joshua Deron VinsonHORNOR, TOWNSEND & KENT
Professional summary
Joshua Deron Vinson is a registered financial advisor currently at HORNOR, TOWNSEND & KENT, LLC located in Sunny Isles Beach, Florida.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Joshua has worked at 3 firms and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
None
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)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 300 SUNNY ISLES BLVD, UNIT 4-807, SUNNY ISLES BEACH, FL 33160 | START DATE: 10/31/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 15 | APPROX TRADING HRS PER MTH: 4 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME:WELLSTEWARDED | POSITION HELD: AGENT | ADDRESS: 300 SUNNY ISLES BLVD, UNIT 4-807, SUNNY ISLES BEACH, FL 33160 | START DATE: 11/25/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 40 | APPROX TRADING HRS PER MTH: 20 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 3)PHARMACY CONSULTING | INVESTMENT RELATED: NO | DBA NAME: VISANTE CONSULTING LLC | POSITION HELD: CONSULTANT | ADDRESS: 300 SUNNY ISLES BLVD, UNIT 4-807, SUNNY ISLES BEACH, FL 33160 | START DATE: 01/15/2026 | NATURE OF ACTIVITY: PHARMACY CONSULTING | APPROX HRS PER MTH: 160 | APPROX TRADING HRS PER MTH: 140 | DESCRIPTION OF DUTIES: PHARMACY CONSULTING WORK FOR BUSINESSES 4)TAX CONSULTING | INVESTMENT RELATED: NO | DBA NAME: STRATEGIC TAX ASSOCIATES | POSITION HELD: CONSULTANT | ADDRESS: 300 SUNNY ISLES BLVD, UNIT 4-807, SUNNY ISLES BEACH, FL 33160 | START DATE: 09/03/2025 | NATURE OF ACTIVITY: TAX CONSULTING | APPROX HRS PER MTH: 5 | APPROX TRADING HRS PER MTH: 5 | DESCRIPTION OF DUTIES: TAX STRAGEY CONSULTING; REFERRING CLIENTS TO STRATEGIC TAX ASSOCIATES 5)ESTATE PLANNING | INVESTMENT RELATED: NO | DBA NAME: LEGACY LOCK LLC | POSITION HELD: ESTATE PLANNER | ADDRESS: 300 SUNNY ISLES BLVD, UNIT 4-807, SUNNY ISLES BEACH, FL 33160 | START DATE: 09/27/2024 | NATURE OF ACTIVITY: ESTATE PLANNING | APPROX HRS PER MTH: 2 | APPROX TRADING HRS PER MTH: 2 | DESCRIPTION OF DUTIES: ESTATE PLANNING CONSULTING; REFER CLIENTS TO LEGACY LOCK LLC
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Deron Vinson's 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®
NoneExperience
Current
July 23, 2026 - Present
HORNOR, TOWNSEND & KENT, LLC
RIA
BD
CRD#: 4031
SUNNY ISLES BEACH, FL
Past
January 28, 2025 - July 9, 2026
11 FINANCIAL
RIA
CRD#: 174569
Sunny Isles Beach, FL
Past
July 25, 2022 - April 18, 2024
ENVOY ADVISORY INC.
RIA
CRD#: 306559
Sunny Isles Beach, FL
Past
May 10, 2018 - December 31, 2024
11 FINANCIAL
RIA
CRD#: 174569
Miramar, 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)BD
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.Highlighted states indicate IAR registrations
IAR
Florida(7/23/2026)
IAR
Texas(8/5/2026)
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)BD
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)
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.
