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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-22 |
Branch Locations
600 Portland Avenue South, Minneapolis, MN 55415 • United States
4865 Ellie Lane, Fairview, TX 75069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Mutual Insurance | Richardson | TX | 01/2014 | 05/2017 |
| Capital One Investing, Llc | Plano | TX | 05/2017 | 01/2019 |
| Per Sterling Capital Management, Llc | Plano | TX | 01/2019 | 04/2019 |
| Bb Graham & Company, Inc. | Austin | TX | 01/2019 | 04/2019 |
| J.P. Morgan Securities Llc | Plano | TX | 05/2019 | 09/2019 |
| Lpl Financial Llc | Dallas | TX | 09/2019 | 01/2021 |
| Visionpoint Advisory Group, Llc | Dallas | TX | 09/2019 | 01/2021 |
| Charles Schwab & Co., Inc. | Westlake | TX | 02/2021 | 05/2021 |
| Randstad | Irving | TX | 05/2021 | 10/2021 |
| Wells Fargo Clearing Services | Irving | TX | 07/2021 | 10/2021 |
| Thrivent Advisor Network, Llc | Fairview | TX | 10/2021 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 11/2021 | 11/2024 |
| Thrivent Investment Management, Inc | Fairview | TX | 11/2024 | Present |
1) Thrivent Advisor Network, LLC. Investment Related. Located at 4865 Ellie Lane, Fariview, TX 75069. Nature - RIA. Position - Sr. Trade Support Specialist. Start - 10/2021. 160 hours per month, all during trading hours. Duties - Process trades and trade corrections on behalf of FAs. Be a point of contact for trade related issues.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-22 |
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