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Current Employers
Thrivent Investment Management Inc.

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

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2018-06-18
PA RA APPROVED 2004-12-17
  • ME RA
    APPROVED
    Since 2018-06-18
  • PA RA
    APPROVED
    Since 2004-12-17

Branch Locations

2500 E High St, Pottstown, PA 19464 • United States

West Newfield, ME • 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. Pottstown PA 07/2002 Present
Thrivent Financial For Lutherans Appleton WI 07/2002 Present
Other Businesses

ST. JOHN THE BAPTIST EPISCOPAL CHURCH POSITION: At large committee member NATURE: Elected member of St. John's Vestry (leadership committee) 1/26/2025. At large committee member, not finance. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/26/2025 ADDRESS: PO Box 249, Sanbornvill NH 03872, United States DESCRIPTION: At large committee member of St. John's Vestry (Parish leadership group) dealing with operational issues such as worship, property, staff, budget, stewardship and any other operational issues. ST. JOHN THE BAPTIST EPISCOPAL CHURCH POSITION: Vestry Junior Warden NATURE: St. John the Baptist is a local Episcopal church in the town of Sanbornville, NH. The non-clerical leadership of the church is referred to as the Vestry. The Vestry is made up of a Senior and Junior Warden, Treasurer, Secretary and two Members at Large. The Vestry term is normally three years. This will be my second year as a Vestry member (previously reported), and my first as Junior Warden. See below for description of activities. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/26/2026 ADDRESS: PO Box 249, Sanbornville NH 03872, United States DESCRIPTION: Junior Warden is responsible for property management and maintenance, including supervision of routine maintenance providers and management of approved projects. No control over distributions for payment. All projects and service providers must be approved by the full Vestry. Estimated length of term not more than two years.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-02-15
  • S66 Uniform Combined State Law Examination
    2002-02-15

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