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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-05 |
| GA | RA | APPROVED | 2022-08-15 |
Branch Locations
12600 Deerfield Parkway, Alpharetta, GA 30004 • United States
Norcross, GA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2010 | 01/2019 |
| Thrivent Investment Management Inc | Norcross | GA | 03/2019 | Present |
| Thrivent Financial | Appleton | WI | 04/2019 | Present |
LIFESPAN RESOURCES POSITION: Board Member NATURE: Advocacy & Continuing Education for Seniors. Medical Escort & Transportation for Seniors INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2018 ADDRESS: Trinity Presbyterian Church, 3003 Howell Mill Rd NW, Atlanta GA 30327, United States DESCRIPTION: Review Financial Investment Records for Board Help Plan 2 Fund-Raising events annually Attend Bi-Monthly Board Meeting Make Programming Recommendations/ Vote on Business Issues MIDTOWN 1031 EXCHANGE SERVICE INC POSITION: President NATURE: The Company is inactive but I copyrighted its Name & Contract. This is the reason I prefer to keep it Registered. I will sell it when there is an opportunity. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/20/2003 ADDRESS: 24 Lenox Pointe, Atlanta GA 30324, United States DESCRIPTION: Inactive WIEUCA ROAD BAPTIST CHURCH POSITION: Missions Committee NATURE: Missions Committee INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2017 ADDRESS: Wieuca Road Baptist Church, 3626 Peachtree Rd NE, Atlanta GA 30326, United States DESCRIPTION: Our Committee is responsible for the Church Missions Funding using the 5 tenets of Wieuca's Mission & Vision Statement. I am one of 7 members who oversee and allocate the missions budget through a Grant Request Program to 20 programs that abide in the Christian Faith. As Chairman for year 2021,2022,2023, My Committee is responsible for making sure money is distributed correctly to proper organization. The Church Votes on where this money is distributed. DRUID HILLS CIVITAN CLUB POSITION: Board Member-President NATURE: Member Club of Civitan International devoted to Community Charitable Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2018 ADDRESS: Druid Hills Golf Club, 740 Clifton Rd, Atlanta GA 30307, United States DESCRIPTION: Serve on Program Committee and offer Financial Workshop once each year to members. Preside over Monthly Meetings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-21 |
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