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1776 Peachtree Street Nw Suite 600S, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-26 |
| TX | RA | APPROVED_RES | 2026-01-27 |
Branch Locations
1776 Peachtree Street Nw Suite 600S, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Financial | Minneapolis | MN | 01/2017 | 07/2024 |
| Unemployed | Commerce Township | MI | 11/2016 | 01/2017 |
| Fred Alger & Company, Inc. | New York | NY | 05/2012 | 11/2016 |
| Thrivent Investment Management Inc | Minneapolis | MN | 01/2017 | 06/2019 |
| Thrivent Distributors, Llc | Minneapolis | MN | 01/2017 | 07/2024 |
| Polen Capital Management, Llc | West Bloomfield | MI | 07/2024 | 01/2026 |
| Foreside Fund Distributors, Llc | West Bloomfield | MI | 08/2024 | 01/2026 |
| Equity Investment Corporation | West Bloomfield | MI | 01/2026 | Present |
| Foreside Funds Distributors Llc | West Bloomfield | MI | 02/2026 | Present |
Equity Investment Corporation; Investment Related; Investment Management; West Bloomfield, MI; 01/2026; Senior Director; Promote Equity Investment Corporation (EIC) separately managed accounts and mutual funds; 160 Hrs./Mo. and 130 Hours Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-13 |
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