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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-01-05 |
| GA | RA | APPROVED | 2022-11-14 |
| TX | RA | APPROVED_RES | 2022-11-14 |
Branch Locations
8498 Madison Blvd Ste 1, Madison, AL 35758 • United States
3424 Peachtree Rd Ne 11Th Floor, Atlanta, GA 30326 • United States
2104 Winchester Rd Ne, Huntsville, AL 35811 • United States
277 Park Ave, Floor 36, New York, NY 10172 • 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 |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Huntsville | AL | 02/2021 | 01/2022 |
| Hallbrook Polite Or Alternative Strategies | Harvest | AL | 01/2009 | 02/2026 |
| Thrivent Financial | Appleton | WI | 03/2021 | 01/2022 |
| J.P. Morgan Securities, Llc | Atlanta | GA | 08/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 08/2022 | Present |
| Hodges-Mace Benefits Group (Now Alight Solutions) | Harvest | AL | 10/2020 | 11/2020 |
| Alight Solutions | Harvest | AL | 09/2021 | 12/2021 |
| Alight Solutions | Harvest | AL | 08/2022 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-02 |
| S65 | Uniform Investment Adviser Law Examination | 2007-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-03 |
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