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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| IL | RA | APPROVED | 2023-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc. | Richmond | IL | 07/2002 | 03/2023 |
| Thrivent Financial For Lutherans | Appleton | WI | 07/2002 | 03/2023 |
| Forward Wealth Group | Mchenry | IL | 03/2023 | Present |
| Commonwealth Financial Network | Waltham | MA | 03/2023 | Present |
1.Fixed insurance sales; as of 12/20/2022; 2% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Forward Wealth Group, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of12/20/2022; 0% time spent during business hours; Conducted at branch; Investment related. 3. Planning Commissioner, The Village of Richmond, IL; Located in Richmond, IL, as of 9/01/2020; 0% time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-05 |
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