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Advisor at STEWARDSHIP ADVISORS, LLC
MOUNT JOY, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| STEWARDSHIP ADVISORS, LLC | Independent wealth | Jun 25, 2024 | n/a | yes | MOUNT JOY, PA | Current employment |
| EVERENCE TRUST COMPANY | Former SEC adviser | Feb 13, 2013 | Sep 30, 2019 | no | MOUNT JOY, PA|GOSHEN, IN | Previous registration |
| CONCOURSE FINANCIAL GROUP ADVISORS | Former SEC adviser | Jan 31, 2006 | Jun 27, 2024 | no | MOUNT JOY, PA|Mount Joy, PA|Mechanicsburg, PA|Manheim, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CONCOURSE FINANCIAL GROUP ADVISORS | EVERENCE TRUST COMPANY | Jun 27, 2024 | Feb 13, 2013 | -4,152 | Firm change after gap | Other |
| EVERENCE TRUST COMPANY | STEWARDSHIP ADVISORS, LLC | Sep 30, 2019 | Jun 25, 2024 | 1,730 | Firm change after gap | RIA to RIA |