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1 Transam Plaza Drive Suite 230, Oakbrook Terrace, IL 60181-4285 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-04-05 |
Branch Locations
Gettysburg, PA • United States
1 Transam Plaza Drive Suite 230, Oakbrook Terrace, IL 60181-4285 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harvest Investment Services, Llc | Gardners | PA | 04/2016 | Present |
| Proequities, Inc. | Gardners | PA | 05/2016 | 07/2018 |
KRISTINE WITHEROW & MICHAEL HURWITCH; OWNER; FARM/RENTAL; INVESTMENT RELATED; 1 HOUR PER MONTH; INVESTMENT RELATED HOURS 0; START DATE: 08/30/2002; 2069 UPPER BERMUDIAN ROAD, GARDNERS PA 17324; RENTAL HOUSE. WITHEROW REUNION; TREASURER; REUNION; INVESTMENT RELATED: NO; HOURS: 0; INVESTMENT RELATED HOURS: 0; START DATE: 08/03/2009; 2069 UPPER BERMUDIAN ROAD, GARDNERS PA 17324; FAMILY REUNION - VOLUNTEER POSITION; I WRITE OUT A HANDFUL OF CHECKS EACH YEAR TO COVER REUNION EXPENSES. INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; 2069 UPPER BERMUDIAN ROAD, GARDNERS, PA 17324; MEDICARE, LIFE INSURANCE LTC; START DATE 5/1/16; 24 HOURS A MONTH ALL DURING TRADING HOURS; SALE OF MEDICARE, LIFE, LTC & FIXED ANNUITY. EIAs (Equity Indexed Annuity);INVESTMENT RELATED; 2069 UPPER BERMUDIAN ROAD, GARDNERS, PA 17324; EIA; SELLING EIAs; START DATE 5/1/16; 8 HOURS A MONTH, DURING TRADING HOURS; SALE OF EIAs. GETTYSBURG COMMUNITY THEATRE POSITION: Board Member NATURE: Community Theatre INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/21/2017 ADDRESS: 49 York Street, Gettysburg PA 17325, United States DESCRIPTION: I am a Board Member for the organization. The Gettysburg Community Theatre holds several plays per year, offers year-round classes and camps for participants. BHS BAND BOOSTERS POSITION: Fundraising Chairperson NATURE: Volunteer organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/12/2017 ADDRESS: 161 North Main St., Biglerville PA 17307, United States DESCRIPTION: Mail letters and meet with donors and business owners who have an interest in supporting the Biglerville High School Band Boosters. FIRST PROTECTIVE POSITION: Insurance NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 06/16/2016 ADDRESS: 600 Luckie Drive, Suite 200, Birmingham AL 35223, United States DESCRIPTION: I provide Life insurance solutions to clients who need it. HARVEST INVESTMENT SERVICES POSITION: Investment Advisor Representative NATURE: Investing and Advice INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/04/2016 ADDRESS: 2069 Upper Bermudian Road, Gardners PA 17324, United States DESCRIPTION: I meet with clients, discuss their financial goals and work on financial plans to support their financial goals and make investment recommendations to them, as well as monitor their investments and their progress in meeting their goals. PREMIER POSITION: Insurance agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 07/05/2016 ADDRESS: 705 W Benjamin, Norfolk NE 68701, United States DESCRIPTION: I sell Medicare supplement, LTC and fixed and indexed annuities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-03 |
| S65 | Uniform Investment Adviser Law Examination | 1997-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-10 |
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