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321 W. Main Street, Mount Joy, PA 17552 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-25 |
| TX | RA | APPROVED_RES | 2024-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities, Inc | Birmingham | AL | 04/2002 | 06/2024 |
| Everence Trust Company | Goshen | IN | 03/2013 | 06/2024 |
| Stewardship Advisors, Llc | Mount Joy | PA | 06/2024 | Present |
| Proequities | Birmingham | AL | 01/2006 | 06/2024 |
| Everence Financial Advisors | Goshen | IN | 08/2002 | 06/2024 |
>> BHK ENTERPRISES LLC; Non-investment Related; 1876 Breneman Road, Manheim PA 17545; Real Estate; Partner; Start Date 09/2007; 5 hours per month with no hours occurring during trading hours; Buy/bought property to seek long term benefits of real estate ownership and seek rental income through service as a landlord. Currently own and manage 6 properties with 4 commercial tenants and 16 residential tenants. >> 5K ENTERPRISES LLC; Investment Related; Manheim, PA 17545; Other; Landlord; Start Date 04/2022; 2-3 hours per month with no hours per month occurring during trading hours; Family partnership in form in an effort to grow a real estate portfolio and to provide an opportunity for family to work together as well as provide a legacy asset to our children long term. >> JAY'S JAVA; Non-Investment Related; Manheim, PA 17545; Other; Owner; 04/1999; No hours per month; Coffee sales and distribution; Inactive business. >> POA; Non-Investment Related; Manheim, PA 17545; Other; Power of Attorney; Start Date 10/2013; No hours per month; Serve, as needed, as Power of Attorney for my mother. >> QUINVEST LLC; Investment Related; Manheim, PA 17545; Real Estate; Partner; Start Date 05/2022; 1 to 2 hours per month with no hours per month occurring during trading hours; Partnership established to purchase a multi-unit investment property - own real estate for long-term capital appreciation, diversification and tax-advantaged income.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-31 |
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