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1901 Pennsylvania Avenue Nw Suite 900, Pmb 202, Washington, DC 20006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-07 |
Branch Locations
1901 Pennsylvania Avenue Nw Suite 900, Pmb 202, Washington, DC 20006 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Baltimore | MD | 08/2017 | 07/2020 |
| Thrivent Investment Management, Inc. | Appleton | WI | 03/2013 | 07/2020 |
| Holistic Planners Network, Llc | Washington | DC | 02/2024 | Present |
| Hollis & Shingler Financial Coaching Esentials, L.L.C. | Waldorf | MD | 06/2023 | Present |
| Archer Investment Corporation | Carmel | IN | 11/2020 | 12/2023 |
| Sole Proprietor Dba Hollis & Shingler Financial Coaching | Waldorf | MD | 10/2020 | Present |
Hollis & Shingler Financial Coaching Essentials, L.L.C.; Inv Rel; Owner/Consultant/Ins Agent; Waldorf, MD; involved with preparing taxes under same name. Insurance sales for life insurance for fixed products; start 06/2023; approx 50% of time spent in this practice. Sole Proprietor Ins Agent; Inv Rel; Ins Agent/Consultant; Waldorf, MD; ins sales and services; start 10/2020;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-04 |
| S66 | Uniform Combined State Law Examination | 2004-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-28 |
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