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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-04-16 |
Branch Locations
153 South Oakland Avenue, Rock Hill, SC 29730 • United States
Central, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Welcome Table | Rock Hill | SC | 09/2018 | 04/2025 |
| Pinnacle Leadership Associates | Chapin | SC | 06/2013 | 04/2025 |
| New York Life Insurance Co. | Charlotte | NC | 02/2020 | 03/2025 |
| Nylife Securities Llc | Charlotte | NC | 06/2020 | 03/2025 |
| Eagle Strategies Llc | Charlotte | NC | 01/2023 | 03/2025 |
| Thrivent Investment Management Inc | Rock Hill | SC | 04/2025 | Present |
| Thrivent Financial | Appleton | WI | 04/2025 | 06/2025 |
| Thrivent Financial | Appleton | WI | 06/2025 | Present |
THE WELCOME TABLE POSITION: Pastor / Servant-Leader NATURE: The Welcome Table is a local Christian (non-denominational) congregation serving the Rock Hill community. It meets for weekly worship and missional engagement opportunities. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 05/06/2018 ADDRESS: PO Box 4653, Rock Hill SC 29732, United States DESCRIPTION: I serve as a volunteer pastor and servant-leader at The Welcome Table, a congregation I helped to form in 2018. I am not paid for this role and have no financial authority in the organization. FAMILY PROMISE OF YORK COUNTY POSITION: Board Member NATURE: A comprehensive and compassionate ministry providing meals, shelter, and case management to homeless families in York County, SC through a community network of congregations and individuals. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 404 E. Main Street, Rock Hill SC 29730, United States DESCRIPTION: I serve on the board for Family Promise, which meets monthly to offer direction and guidance to the Executive Director and other employees, to coordinate events, and expand the ministries network in the community. PINNACLE LEADERSHIP ASSOCIATES POSITION: Coach / Consultant NATURE: Pinnacle provides coaching, consulting, and training to pastors and churches, helping them to discover and pursue God's mission in the world. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 06/01/2012 ADDRESS: 574 Foxstone Drive, Chapin SC 29036, United States DESCRIPTION: Through Pinnacle, I work with churches in time-specific consulting engagements around interim/transitions, mission/strategy, and conflict resolution. I also offer one-on-one coaching and serve as faculty in our church consultant training academy.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-11 |
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