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348 South Fifth Street Suite 218, Highlands, NC 28741 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APP_PEND_IARCE | 2026-01-01 |
| NC | RA | APPROVED | 2018-06-27 |
Branch Locations
348 South Fifth Street Suite 218, Highlands, NC 28741 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Greensboro | NC | 04/2015 | 01/2018 |
| Covenant Investment Solutions L.L.C. | Highlands | NC | 02/2018 | Present |
1. DONALD B MCCLELLAN~18 MOUNT LORI DRIVE, HIGHLANDS, NC 28741~POA~N~POA FOR ELIZABETH G MCCLELLAN/RELATION(MOTHER)~01/01/2015~1 HRS/MO~0 TRADING HRS/MO. 2. HIGHLANDS HISTORICAL SOCIETY~520 NORTH 4TH STREET, HIGHLANDS, NC 28741~BOARD MEMBER~N~BOARD MEMBER/PRES/NO ACCESS TO FINANCIAL FUNDS~05/01/2011~5 HRS/MO~0 TRADING HRS/MO|ROTARY CLUB OF HIGHLANDS~PO BOX 1741, HIGHLANDS, NC 28741~MEMBER~N~MEMBER~08/01/2004~10 HRS/MO~4 TRADING HRS/MO 3. 348 SOUTH FIFTH STREET, SUITE 218, HIGHLANDS, NC 28741, INSURANCE SALES, INVESTMENT RELATED, INDEPENDENT INSURANCE AGENT, 01/2017 TO PRESENT, 0HRS/MO,and 0/HRS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-02 |
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