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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-03-05 |
| FL | RA | APPROVED | 2021-10-04 |
| TX | RA | APPROVED_RES | 2020-08-04 |
Branch Locations
8270 College Parkway, Fort Myers, FL 33919 • United States
Punta Gorda, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prepaid Legal Services, Inc | Onalaska | WI | 12/1999 | 03/2018 |
| Remis Power Systems, Inc | Onalaska | WI | 10/2009 | 10/2016 |
| Thrivent Investment Management Inc | Fort Myers | FL | 02/2018 | Present |
| Thrivent Financial | Appleton | WI | 03/2018 | 07/2018 |
| Thrivent Financial | Appleton | WI | 07/2018 | Present |
US COAST GUARD AUXILIARY POSITION: Member NATURE: Volunteer Organization, part of Homeland Security. Conduct Safety classes and Surface operations for boater safety. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/11/2014 ADDRESS: 96 CR-888, Naples FL 34110, United States DESCRIPTION: Organize schedules, conduct meetings and trainings (nights and weekends), and participate in Surface Mission on water for boater safety patrols. LIFEWAVE BRAND PARTNER POSITION: Brand Partner NATURE: LifeWave offers unique and innovative life technology products that combine proven science and results to help people live long and live well. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/04/2024 ADDRESS: 1501 South 40 East Suite 330, Provo UT 84606, United States DESCRIPTION: Marketing health products part time through their website as a side business for myself. Nights and weekends. PLATINUM ELITE REALTY LLC POSITION: Owner NATURE: It is a firm that facilitates buying and selling of real estate properties through brokers and agents that work for the company. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/24/2024 ADDRESS: 5237 Summerlin Commons BLVD Suite 345, Fort Myers FL 33907, United States DESCRIPTION: Oversee the operations and management of the company. REAL BROKER LLC POSITION: Director of Operations NATURE: A small group of real-estate agents working as a team together through Real Broker LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2026 ADDRESS: 122 W Pine St Sute 300, Orlando FL 32801, United States DESCRIPTION: I will be the "Director of Operations" for a small real-estate team within Real Broker LLC. I will not be a licensed agent. My duties will be overseeing the operations of the team which is less than 5 hours per week on nights and weekends. This is a family business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-23 |
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