Joseph Derrick Mole

Current Employers

Employment History

• 07/2014 → 12/2016
  Episcopal Diocese Of Atlanta
  Atlanta, GA
• 04/2017 → Present
  Thredpartners
  Chicago, IL
• 01/2017 → 11/2017
  Covenant House Illinois
  Chicago, IL
• 02/2018 → Present
  Sigma Financial Corporation
  Ann Arbor, MI
• 02/2018 → Present
  Spc
  Ann Arbor, MI

Other Businesses

1. Consultant - Thredpartners, 333 S. Wabash Ave, Suite 2700, Chicago, IL 60604. This is a part-time consulting group I am an employee of. We provide consulting to non-profit organizations on issues of program, strategic planning and leadership development. Start date: 1/1/18 - I consult on 1-3 projects per year, between 4-8 hrs/mo. There is no investment-related business associated with this consulting work. 2. President and sole member of Joseph Derrick Advisors, LLC, East Lansing, MI. Established to handle business expenses and payroll for myself and support staff. Start date: 2/12/18, approx. 8 hrs/mo. 3. Board member & Treasurer of All of the Above Hip Hop Academy, Lansing, MI - a nonprofit 501(c)3 organization providing arts and music education in Michigan. Prepare monthly financial reports for the group, no access to funds. Start date: 7/5/18, aprpox. 4-8 hrs/mo with less than 10% during mkt hrs. Not investment related. 4. Hemlock Pine Holdings, LLC, Lansing, MI. Single member LLC formed as a real estate holding company for property that will eventually house my financial practice. Start date: 11/15/22, approx. 10 hrs/mo with 50% during mkt hrs. INV REL: N 5. Board member & Secretary of My Learning House, DeWitt, MI. Mission of the group is to use education for economic development and positive social change for people furthest from opportunities. Start date: 11/1/23, approx. 2-3 hrs/mo, none during mkt hrs for a 2 year term. INV REL: N 6. Sale of non-variable insurance products, including life, health, LTC and disability, through various insurance companies. Start date: 3/17/18, approx. 5 hrs/mo, all during mkt hrs. INV REL: Y 7. Board member - Michigan Institute for Contemporary Art ("MICA"), Lansing, MI. Serve on board to assist with governance, fundraising, special events and promotion of the arts. Start date: 8/5/26, approx. 5 hrs/mo, none during mkt hrs. INV REL: N

Exams

• S66 Uniform Combined State Law Examination
  2018-02-07