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Olmstead, KY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2006-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stewardship Partners Investment Counsel, Inc. | Matthews | NC | 08/2000 | Present |
NAME OF BUSINESS: THE BIBLICALLY RESPONSIBLE INVESTING INSTITUTE, INC. (BRII) ADDRESS: PO BOX 157, MATTHEWS, NC 28106 NATURE OF BUSINESS: IT IS INVESTMENT RELATED AS WE PERFORM RESEARCH ON CORPORATE BEHAVIOR FOR INVESTORS. BRII PERFORMS RESEARCH INTO THE CORPORATE ACTIVITIES OF OVER 3,000 COMPANIES SO THAT OUR CLIENTS CAN DETERMINE IF THESE ACTIVITIES ARE AT ODDS WITH THEIR BIBLICAL WORLDVIEW AND ELIMINATE SUCH INVESTMENTS FROM THEIR PORTFOLIOS. POSITION/TITLE: CO-OWNER ALONG WITH WIFE CAROLYNN AND OLIVIA HANN START DATE OF RELATIONSHIP: 12/2003 # OF HRS DEVOTED TO BUSINESS: 0-5 HRS PER WEEK # OF HRS DEVOTED TO THE BUSINESS DURING SECURITIES TRADING HOURS: 0-5 HRS PER WEEK DUTIES RELATING TO THE BUSINESS: RESPONSIBLE FOR OVERSIGHT OF BUSINESS OPERATIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-04 |
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