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321 W. Main Street, Mount Joy, PA 17552 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-09-21 |
| PA | RA | APPROVED | 2015-11-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 10/2011 | 10/2016 |
| Stewardship Advisors, Llc | Mount Joy | PA | 11/2011 | Present |
| Private Client Services, Llc | Louisville | KY | 10/2016 | 10/2018 |
1)STEWARDSHIP ADVISORS - INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES 2)CORE PROPERTIES 1876 BRENEMAN RD. MANHEIM, PA 17545. BEGAN 01/01/2011 AS OWNER. INVESTMENT RELATED. DEVOTES 1 HR/MNTH. .5 HRS DURING TRADING. 3)STEWARDSHIP ADVISORS, LLC, 321 W MAIN ST, MOUNT JOY, PA, SINCE 2/2013 AS TAX PREPARER/OWNER OF FIRM. DEVOTES 10 HR/YR- 2 HR/TRADING. 4)FREEDOM OFFICES. LEOLA, PA. STARTED 4/2014 AS PARTNER. REAL ESTATE LLC IS PURCHASING THE BUILDING THAT THE INVESTMENT BUSINESS WILL BE USING AND PAYING RENT. SPENDS 5 HR/MO, NONE DURING TRADING. 5)STEWARDSHIP ADVISORS LLC, 321 W MAIN ST, MOUNT JOY, PA, 5/2016 AS ADVISORY REP OF A RIA. INV REL - 45 HR/WK - 45/TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-24 |
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