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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2006-07-11 |
| WI | RA | APPROVED | 2002-07-01 |
Branch Locations
5205 N Ironwood Rd Ste 123, Glendale, WI 53217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc. | West Allis | WI | 07/2002 | Present |
| Thrivent Financial For Lutherans | Appleton | WI | 07/2002 | Present |
A-LEGO POSITION: Economic development committee member NATURE: Empower central city communities by focusing on education, economic development, family relationships, reducing teen pregnancy and health care services. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2015 ADDRESS: Holy Redeemer COGIC, 3500 W Mother Daniels Way, Milwaukee WI 53209 DESCRIPTION: I and the other committee members are responsible for finding ways to help the disadvantaged in Milwaukee's central city obtain gainful employment, find decent housing and become financially stable productive citizens. We believe these accomphishments will help reduce some of the crime especiallyif wereach the children before it's too late. A-LEGO POSITION: Board Member NATURE: Empower central city communities by focusing on education, economic development, family relationships, reducing teen pregnancy, human trafficking and health care services. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 06/22/2016 ADDRESS: Holy Redeemer COGIC, 3500 W Mother Daniels Way, Milwaukee WI 53209 DESCRIPTION: Board members include community advocates, politicians, business owners, and professionals. We are responsible for finding ways to help the disadvantaged in Milwaukee's central city obtain gainful employment, find decent housing, and become financially stable and productive citizens. We believe these accomplishments will help reduce some of the crime especially if we reach the children before it's too late. A.L.I.V.E. POSITION: Coach NATURE: Administering Life in Vocational Experience(A.L.I.V.E.) is an organization that focuses on youth in the Milwaukee area. The organization prepares youth for college including leading college tours and application follow up. Over 90% of participants have been admitted to colleges. The colleges include Morehouse, Spelman, Clark, Howard and Southern Philander Smith. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 07/02/2018 ADDRESS: 1527 N Astor Ave, Milwaukee WI 53202, United States DESCRIPTION: I will provide professional insight/strategies,be a role model and help the youth be better prepared for college. THE INSTITUTE FOR THE PRESERVATION OF AFRICAN-AMERICAN MUSIC AND ARTS POSITION: Board Member NATURE: IPAMA is chartered through the City of Milwaukee to provide elementary and secondary educational programs. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/31/2021 ADDRESS: 3500 W Mother Daniels Way, Milwaukee WI 53209, United States DESCRIPTION: I will help ensure that students develop to their academic, artistic and personal potential by integrating the arts and STEM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-21 |
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