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8840 Cincinnati-Dayton Road, West Chester, OH 45069 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-05 |
| FL | RA | APPROVED | 2024-01-18 |
| IN | RA | APPROVED | 2023-12-19 |
| KY | RA | APPROVED | 2023-12-19 |
| OH | RA | APPROVED | 2023-12-19 |
| PA | RA | APPROVED | 2023-12-19 |
| TX | RA | APPROVED | 2023-12-19 |
Branch Locations
8840 Cincinnati-Dayton Road, West Chester, OH 45069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fed Ex | Kokomo | IN | 07/2020 | 08/2021 |
| Crossroads Community Church | Kokomo | IN | 02/2020 | 09/2021 |
| Crossroads Community Church | Kokomo | IN | 09/2018 | 03/2020 |
| Granny's Furniture | Kokomo | IN | 05/2019 | 12/2019 |
| Hunter Estate Solutions | Kokomo | IN | 02/2018 | 12/2019 |
| Social Security Administration | Kokomo | IN | 12/2012 | 01/2018 |
| Hunter Financial Coaching | Kokomo | IN | 05/2018 | 12/2020 |
| Thrivent Investment Management Inc | Kokomo | IN | 07/2021 | 10/2023 |
| Thrivent Financial | Appleton | WI | 08/2021 | 02/2022 |
| Thrivent Financial | Appleton | WI | 02/2022 | 10/2023 |
| Harvest Financial Advisors | West Chester | OH | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-26 |
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