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Current Employers
Thrivent Advisor Network, Llc

600 Portland Avenue South, Minneapolis, MN 55415 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-08-17
WA RA APPROVED 2020-02-24
  • TX RA
    APPROVED
    Since 2022-08-17
  • WA RA
    APPROVED
    Since 2020-02-24

Branch Locations

11257 W Clearwater Ave #110, Kennewick, WA 99336 • United States

600 Portland Avenue South, Minneapolis, MN 55415 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thrivent Investment Management Inc. Kennewick WA 07/2002 02/2020
Thrivent Financial For Lutherans Appleton WI 07/2002 02/2020
Thrivent Advisor Network, Llc Dba Piton Wealth Kennewick WA 02/2020 Present
Purshe Kaplan Sterling Investments, Inc. Albany NY 02/2020 12/2022
  • 07/2002 → 02/2020
    Kennewick, WA
  • 07/2002 → 02/2020
    Thrivent Financial For Lutherans
    Appleton, WI
  • 02/2020 → Present
    Thrivent Advisor Network, Llc Dba Piton Wealth
    Kennewick, WA
  • 02/2020 → 12/2022
    Purshe Kaplan Sterling Investments, Inc.
    Albany, NY
Previous Registrations
Other Businesses

1) Fixed Insurance. Investment related. 11257 W. Clearwater Ave, Suite 110, Kennewick, WA 99336. Fixed Insurance, Insurance Agent. Start 2/2020. 40hrs/mo all during trading hours. Provide insurance advice to clients. 2) PKSF (Fixed Insurance). Investment Related. 80 State St, Albany, NY 12207. Fixed insurance, insurance agent. Start 2/2020. 40hrs/mo, all during trading hours. Provide insurance advice to clients. 3) InFaith Community Foundation. Investment Related. 625 4th Ave S, Suite 1500, Minneapolis MN 55415. Charitable Organization. Member of the Board of Directors. Start 11/2018. 5 hours per month, 4 during trading. Board Member. 4) Tri-Cities Estate Planning Council. Not Investment Related. 700 Country Club Place, Richland WA 99352. Estate Planning Membership Association. Vice President. Start 1/2019. 3 hours per month, 2 during trading. Board Member, secure guest speakers for meetings.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-01-23
S63 Uniform Securities Agent State Law Examination 2001-07-11
  • S66 Uniform Combined State Law Examination
    2003-01-23
  • S63 Uniform Securities Agent State Law Examination
    2001-07-11
Designations
Other Names
  • Michelle Anne Holder

View on SEC IAPD

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