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Investment Adviser Firm Summary

EVERENCE TRUST COMPANY (CRD# 113179 / SEC# 801-60293)
Alternate Names: EVERENCE TRUST COMPANY , MMA TRUST COMPANY

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 05/23/2001

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Alabama 02/05/2015
Arizona 03/27/2012
California 01/05/2010
Colorado 04/15/2008
Delaware 03/29/2016
District of Columbia 02/05/2015
Florida 10/22/2004
Georgia 03/28/2018
Illinois 04/30/2004
Indiana 01/03/2003
Iowa 04/26/2004
Kansas 01/06/2004
Kentucky 11/09/2010
Maryland 11/09/2010
Massachusetts 02/05/2015
Michigan 04/15/2008
Missouri 02/05/2015
New Jersey 04/19/2016
New Mexico 03/29/2016
New York 10/21/2004
North Carolina 10/06/2009
Ohio 10/21/2004
Oregon 04/15/2008
Pennsylvania 09/27/2002
Virginia 11/06/2003
Washington 03/28/2018
Wisconsin 07/02/2012

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser