Series 6

Exdion Insurance Appoints Industry Expert Tony Cid to Board of Advisors

Retrieved on: 
Monday, July 24, 2023
Mobile, Wireless, Technology, Insurance, Finance, Fintech, Professional Services, Software, Networks, Internet, Data Management, Partnership, Policy, Series 6, Data collection, Intelligence, Innovation, Uniform Securities Agent State Law Exam, Advisory board, Chartered Property Casualty Underwriter, Rutgers University, FINRA, Principal, Education, Financial adviser, Management, Cid, Economics

Insurtech company Exdion Solutions today announced the appointment of Tony Cid, Principal and Owner of Cid Allstate Agency, Inc., and Managing Director and Principle of Fourth Insight Consulting Services, to its Advisory Board.

Key Points: 
  • Insurtech company Exdion Solutions today announced the appointment of Tony Cid, Principal and Owner of Cid Allstate Agency, Inc., and Managing Director and Principle of Fourth Insight Consulting Services, to its Advisory Board.
  • “As commercial brokers move forward in their journey to digital transformation, they need partners with both technology and industry expertise,” said Cid.
  • “With Exdion, they can realize the full potential of digitalization in operations, in revenue enhancement, and in risk reduction.
  • In addition to owning and operating his own insurance agency, Cid consults on industry issues and business matters.

Adam Rieman Joins Alliant Insurance Services in Chicago

Retrieved on: 
Wednesday, June 21, 2023
Insurance, Professional Services, Uniform Securities Agent State Law Exam, Series 6, Illinois State University, National accounts, Health, Nicolaus Hinrich Rieman, Alliant, Management

Adam Rieman has joined Alliant Insurance Services as Vice President within its Employee Benefits Group in Chicago.

Key Points: 
  • Adam Rieman has joined Alliant Insurance Services as Vice President within its Employee Benefits Group in Chicago.
  • In his role with Alliant, Rieman will design and deploy comprehensive employee benefits programs for a diverse client base.
  • “As an insurance, benefits, and financial services professional, Adam has developed the skills necessary to create truly innovative employee benefits solutions.
  • “Adam is focused on helping his clients help their employees.”
    Prior to joining Alliant, Rieman was a National Account Executive at a major insurance carrier where he was responsible for client growth and relationship management for employers with 5,000+ benefit-eligible employees.

Capital Power provides notice of Preferred Shares (Series 5) conversion privilege and dividend rate notice

Retrieved on: 
Wednesday, May 31, 2023
Exercise, Series 5, Capital Power Corporation, Series 6, CPX, Indigenous peoples, CDS, Corporation, Toronto Stock Exchange, Series, Capital, 'Allo 'Allo! (series 5), TSX, Security (finance)

EDMONTON, Alberta, May 31, 2023 (GLOBE NEWSWIRE) -- Capital Power Corporation (the Corporation and together with its subsidiaries, Capital Power) (TSX: CPX) announced today that it has notified registered shareholders of its Cumulative Rate Reset Preference Shares, Series 5 (Series 5 Shares) (TSX: CPX.PR.E) of the Conversion Privilege and Dividend Rate Notice.

Key Points: 
  • EDMONTON, Alberta, May 31, 2023 (GLOBE NEWSWIRE) -- Capital Power Corporation (the Corporation and together with its subsidiaries, Capital Power) (TSX: CPX) announced today that it has notified registered shareholders of its Cumulative Rate Reset Preference Shares, Series 5 (Series 5 Shares) (TSX: CPX.PR.E) of the Conversion Privilege and Dividend Rate Notice.
  • If Capital Power does not receive an Election Notice from a holder of Series 5 Shares during the time fixed therefor, then the Series 5 Shares shall be deemed not to have been converted (except in the case of an Automatic Conversion, see below).
  • Holders of the Series 5 Shares and the Series 6 Shares will have the opportunity to convert their shares again on June 30, 2028, and every five years thereafter as long as the shares remain outstanding.
  • Effective June 30, 2023, on May 31, 2023, the Annual Fixed Dividend Rate for the Series 5 Shares was set for the next five-year period at 6.63100%.

ExchangeRight Expands Broker-Dealer and RIA Relations Team With Tom Purpura, SVP

Retrieved on: 
Friday, May 19, 2023
Purpura, Financial Industry Regulatory Authority, Specialization, REIT, RIA, Series 6, Business, Qatar Finance and Business Academy, Great Lakes region, Broker-dealer, Walsh University, DST, Investment, FINRA, SVP, Financial adviser, Cryptocurrency

Purpura will serve advisors, representatives, and investors in Arkansas, Illinois, Indiana, Iowa, Michigan, Minnesota, Missouri, and Wisconsin.

Key Points: 
  • Purpura will serve advisors, representatives, and investors in Arkansas, Illinois, Indiana, Iowa, Michigan, Minnesota, Missouri, and Wisconsin.
  • ExchangeRight Expands Broker-Dealer and RIA Relations Team With Tom Purpura, SVP
    "Adding Tom to our already exceptional team will help us to better serve representatives, advisors, and investors in the Great Lakes region," said Warren Thomas, one of the managing partners of ExchangeRight.
  • "We are grateful to have Tom join our efforts to empower people to be secure, free, and generous."
  • "ExchangeRight is well known in the alternatives industry for its perfect track record of meeting or exceeding expectations even through economic downturns," Purpura said.

Longroad Energy's 108 MWdc Foxhound Solar Project to be Acquired by Dominion Energy

Retrieved on: 
Tuesday, April 11, 2023
KeyBank, HSBC, Prince George's County Fire/EMS Department, PJM, DCR, Virginia Department of Conservation and Recreation, Tax, Series 6, First Solar, Environmental quality, National Junior College Athletic Association, Carbon, PV, Balch & Bingham, Certification, Sale, Biodiversity, TMEIC, Acquisition, Soil, Dominion Energy, DEQ, Economic development, Virginia Department of Transportation, Virginia Clean Economy Act, Ecosystem, Conservation, Commonwealth, CO2, Renewable energy, Agriculture, Recreation, Foxhound

BOSTON, April 11, 2023 /PRNewswire/ -- Longroad Energy, a U.S. based renewable energy developer, owner, and operator, announced today the sale of its 108 MWdc (83 MWac) Foxhound Solar project to Dominion Energy.

Key Points: 
  • BOSTON, April 11, 2023 /PRNewswire/ -- Longroad Energy, a U.S. based renewable energy developer, owner, and operator, announced today the sale of its 108 MWdc (83 MWac) Foxhound Solar project to Dominion Energy.
  • The project has been in development for six years and will produce enough clean energy to power more than 17,000 homes.
  • Financial close of the Foxhound acquisition is expected upon mechanical completion of the project which is anticipated for January 2024.
  • "Foxhound marks Longroad's first solar project in Virginia and our first greenfield development project in PJM," said Paul Gaynor, CEO of Longroad Energy.

Industry Veteran Dana Villanova Joins Bancroft Capital Team

Retrieved on: 
Monday, March 27, 2023
Professional Services, Defense, Finance, Asset Management, Banking, Veterans, Green bond, Florida Atlantic University, SDVOSB, Employment, Social impact, Army, Education, Capital market, Culture, Series 6, Villanova, Multimedia, Atlantic University, Veteran, Institute for Veterans and Military Families, Camp H. M. Smith, Navy, Capital, FINRA, VTP, Knowledge, International business strategy, Investment, Commissioner and Director of Municipal Administration, Andhra Pradesh, Corporate responsibility, Management, Real estate

Bancroft Capital, a certified Service-Disabled Veteran-Owned Small Business (SDVOSB) specializing in Institutional Brokerage and Capital Markets services, announced that Dana Villanova has joined the Bancroft team as Director of Municipals.

Key Points: 
  • Bancroft Capital, a certified Service-Disabled Veteran-Owned Small Business (SDVOSB) specializing in Institutional Brokerage and Capital Markets services, announced that Dana Villanova has joined the Bancroft team as Director of Municipals.
  • View the full release here: https://www.businesswire.com/news/home/20230327005579/en/
    Dana Villanova has joined the Bancroft Capital team as Director of Municipals (Photo: Business Wire)
    Villanova, who will be working remotely from Hawaii, is tasked with expanding Bancroft’s engagement with issuers, financial advisors, and underwriting partners, especially on the west coast.
  • “As the wife of a fellow military member, Dana represents an investment in our military families,” said CEO Cauldon Quinn.
  • Committed to offering meaningful training and employment to service-disabled veterans, Bancroft Capital launched its signature Veteran Training Program (VTP) in 2019.

Sanctuary Wealth Partner Alluvial Private Wealth Expands With New Office in Cleveland Opportunity Zone

Retrieved on: 
Friday, February 17, 2023
Cleveland State University, College Station, AUM, Certification, Acquisition, University, Wealth, Concourse, Series 6, Family, CEPA, Heart, Morgan Stanley, Growth, College Station, Texas, Accident, Miami University, Merrill (company), Financial services, Financial adviser, Opportunity zone, Sanctuary

INDIANAPOLIS, Feb. 17, 2023 /PRNewswire/ -- Sanctuary Wealth, home to the next generation of elite advisors, announces the sub-acquisition by partner firm Alluvial Private Wealth of a team from HB Wealth Advisors in Concord, Ohio, with $70 million AUM and led by Randall Bliss, CFP® and Kerry Bliss.  This is the first M&A activity for Alluvial Private Wealth who originally launched with Sanctuary in January 2021, and the fifth acquisition under a program whereby Sanctuary partners with its firms to acquire other practices. The sub-acquisition will allow Alluvial to open a new office in downtown Cleveland's Opportunity Zone district.

Key Points: 
  • This is the first M&A activity for Alluvial Private Wealth who originally launched with Sanctuary in January 2021, and the fifth acquisition under a program whereby Sanctuary partners with its firms to acquire other practices.
  • The sub-acquisition will allow Alluvial to open a new office in downtown Cleveland's Opportunity Zone district.
  • "We're thrilled they've chosen to partner with us as we continue to grow Alluvial Private Wealth.
  • "There were numerous reasons why I decided to join with Lars and Alluvial Private Wealth but was really impressed with the Sanctuary platform and the deep bench and more sophisticated approach that I would have access to through Alluvial," explained Randall Bliss, CFP®, Wealth Advisor, Alluvial Private Wealth Cleveland.

AMERICAN CENTURY INVESTMENTS' DAVID LIVINGSTON RECEIVES NICSA RISING STAR AWARD

Retrieved on: 
Monday, September 19, 2022
Institute, LGBTQ, Pride, FINRA, Stowers Institute for Medical Research, American Century, University of Missouri–Kansas City School of Law, Association, Century, Compliance, Investment, BRG, American Century Companies, Industry, Environment, Series 6, Medical research, Friends, Workplace, AIDS Walk, Awareness, Multimedia, University, NICSA, View, Management

KANSAS CITY, Mo., Sept. 19, 2022 /PRNewswire/ -- American Century Investments Director of Compliance David Livingston was recognized as a Rising Star by the National Investment Company Service Association (Nicsa).

Key Points: 
  • KANSAS CITY, Mo., Sept. 19, 2022 /PRNewswire/ -- American Century Investments Director of Compliance David Livingston was recognized as a Rising Star by the National Investment Company Service Association (Nicsa).
  • Livingston, who has been with American Century since 2011, plays an active role in American Century's Pride Business Resource Group (BRG).
  • "I'm honored to represent American Century Investments as a Diversity Project North America 2022 Rising Star," said Livingston.
  • Livingston joined American Century Investments in 2011 as a senior marketing compliance consultant and has served as director of compliance since February 2019.

First Solar, Inc. Announces Second Quarter 2022 Financial Results

Retrieved on: 
Thursday, July 28, 2022
PV, Result, Sale, Cadmium telluride, Legislation, U.S. Securities and Exchange Commission, Maintenance, Forward-looking statement, Recycling, Research, Private Securities Litigation Reform Act, Collection, Solar energy, Climate change, Health, Safety, COVID-19, Webcast, Review, Technology, Security (finance), Information, Financial condition report, Terminology, Annual report, Analysis, First Solar, Contract, Public expenditure, Investor, Series 6, Renewable energy

Investors are encouraged to listen to the conference call and to review the accompanying materials, which contain more information about First Solars second quarter 2022 financial results, 2022 guidance, and financial outlook.

Key Points: 
  • Investors are encouraged to listen to the conference call and to review the accompanying materials, which contain more information about First Solars second quarter 2022 financial results, 2022 guidance, and financial outlook.
  • First Solar has scheduled a conference call for today, July28, 2022 at 4:30 p.m.
  • A live webcast of this conference call and accompanying materials are available at investor.firstsolar.com.
  • First Solar is a leading American solar technology company and global provider of responsibly-produced eco-efficient solar modules advancing the fight against climate change.

Nicole McKay named Non-Qualified Managing Director at Newcleus

Retrieved on: 
Thursday, July 14, 2022
Banking, Professional Services, Search Engine Marketing, Small Business, Other Communications, Other Professional Services, Public Relations, Investor Relations, Marketing, Insurance, Communications, Finance, Consulting, Technology, Culture, Series 6, Research, Sport, University, Retirement, Humanity, Family, Investment, Management, Newcleus

Nicole McKay, a Midwest business development expert, has joined Newcleus, a company that designs, administers and services creative compensation, benefit, investment and finance strategies.

Key Points: 
  • Nicole McKay, a Midwest business development expert, has joined Newcleus, a company that designs, administers and services creative compensation, benefit, investment and finance strategies.
  • Based in Minneapolis, as Senior Vice President, Non-Qualified Managing Director, shell deliver Newcleus knowledgeable and impactful customer service and comprehensive compensation solutions.
  • As Newcleus extends its advisory expertise across the country, Nicole McKay brings a genuine approach to relationships and partnerships, adding her passion for innovation and Midwest reach to the Newcleus family, said Daniel Barbaree, Newcleus President.
  • Shes served as a public accountant and as principal and managing director, having worked with major US financial institutions and advisor firms.