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3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-05-19 |
Branch Locations
124 W. Harrisburg St., Dillsburg, PA 17019 • United States
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Messiah College | Mechanicsburg | PA | 08/2015 | 01/2020 |
| In Him Christian Wellness | Camp Hill | PA | 01/2018 | 12/2019 |
| Thrivent Investment Management Inc | Dillsburg | PA | 12/2019 | 05/2023 |
| Thrivent Financial | Appleton | WI | 02/2020 | 06/2020 |
| Thrivent Financial | Appleton | WI | 06/2020 | 05/2023 |
| Inspire Advisors, Llc Dba Kingdom Focused Financial (Kff) | Harrisburg | PA | 05/2023 | Present |
1) MECHANICSBURG BRETHREN IN CHRIST CHURCH POSITION: Treasurer NATURE: Mechanicsburg Brethren in Christ Church is a religious charitable organization. INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2016 ADDRESS: 1050 South York St., Mechanicsburg PA 17055, United States DESCRIPTION: At Mechanicsburg Brethren in Christ Church my primary responsibilities as volunteer Treasurer include writing checks to pay bills and reimburse expenses, doing payroll, doing journal entries, providing reports to pastors, entering credit card transactions in to the general journal, and giving report to the Board of Trustees. I am not the sole signer of checks or sole name on any account. This is a volunteer position. 2.) Licensed Insurance Agent; Start Date: 12/2019; independent insurance agent - accident & health or sickness, variable life and variable annuity, and life; CO, DE, FL, KY, MS, NC, PA, VT, VI, WV 3) IN HIM CHRISTIAN WELLNESS POSITION: Board Member NATURE: non-profit Christian counseling agency addressing mental health from a holistic perspective INVESTMENT RELATED: No NUMBER OF HOURS per month: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/4/2024 ADDRESS: 635 N 12th St., Suite 101, Lemoyne, PA 17043 DESCRIPTION : Attend board meetings / events
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-26 |
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