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9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-04-27 |
| PA | RA | APPROVED | 2020-04-24 |
Branch Locations
9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States
Elizabethtown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Elizabethtown | PA | 03/2013 | 04/2018 |
| Thrivent Financial For Lutherans | Appleton | WI | 05/2013 | 04/2018 |
| Penn Mutual Life Insurance Co | Horsham | PA | 04/2018 | 09/2018 |
| Hornor Townsend & Kent Inc | Horsham | PA | 05/2018 | 09/2018 |
| Santander Bank, Na | Boston | MA | 09/2018 | 03/2020 |
| Santander Securities, Llc | Dorchester | MA | 09/2018 | 03/2020 |
| Alight Financial Advisors | Charlotte | NC | 04/2020 | Present |
1. Name of Organization/Company - Mount Joy Church of God Is the business investment related? No Nature of the Business - Church Address of the Business - 30 E Main St, Mount Joy, PA 17552 Position/Title - Ministry Coordinator The start date of your relationship - 8/1/23 Description of Duties - Oversee Children's Ministry, Small Groups, and Special Events Anticipated annual compensation from this activity - 8000 Do you have a financial interest in the organization/company? If yes, please explain. No Approximate # of hours/week you devote to this outside activity during non-business hours - 6-10 Approximate # of hours/week you devote to this outside activity during business hours - 1-5 To your knowledge, is this organization/company a client of the Firm? No If "Yes", detailed descriptions of the relationship between the two entities To your knowledge, will your affiliation with this activity raise or be perceived as a potential conflict of interest? No
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-21 |
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