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5333 N Union Blvd Suite 200, Colorado Springs, CO 80918 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-08-12 |
| IL | RA | APPROVED | 2023-06-30 |
Branch Locations
5333 N Union Blvd Suite 200, Colorado Springs, CO 80918 • United States
1 Transam Plaza Drive Suite 230, Oakbrook Terrace, IL 60181-4285 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-08-08 |
| IL | RA | APPROVED | 2023-02-08 |
Branch Locations
1 Transam Plaza Drive Suite 230, Oakbrook Terrace, IL 60181-4285 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harvest Investment Services, Llc | Oakbrook Terrace | IL | 10/2022 | 02/2023 |
| Christian Retirement Ministries | Oakbrook Terrace | IL | 10/2022 | 06/2023 |
| Integritas Providers | Carbondale | IL | 06/2022 | 08/2022 |
| Cornerstone Reformed Church | Carbondale | IL | 05/2019 | 07/2021 |
| Liberty University | Lynchberg | VA | 06/2019 | Present |
| John A. Logan Community College | Carterville | IL | 01/2019 | 05/2019 |
| Gateway Christian School | Carbondale | IL | 01/2013 | 05/2021 |
| Envoy Advisory Inc. | Oakbrook Terrace | IL | 06/2023 | Present |
| Harvest Investment Services, Llc | Oakbrook Terrace | IL | 02/2023 | Present |
(1) Licensed independent insurance agent. (2) 06/2023 - Investment Adviser Representative with affiliate investment advisor firm, Envoy Advisory Inc. Providing investment advice services to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-23 |
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