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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-08-20 |
| OK | RA | APPROVED | 2026-08-19 |
| TX | RA | APPROVED_RES | 2026-08-18 |
| NJ | RA | APPROVED | 2026-06-15 |
Branch Locations
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Florham Park | NJ | 07/2005 | 01/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 10/2009 | 01/2018 |
| Wilmington Trust Na | Iselin | NJ | 01/2018 | 04/2020 |
| M&T Securities | Iselin | NJ | 01/2018 | 04/2020 |
| Morgan Stanley | Morristown | NJ | 09/2020 | 01/2024 |
| Missionsquare Investment Services | Washington | DC | 02/2024 | 11/2024 |
| Missionsquare Retirement | Washington | DC | 02/2024 | 11/2024 |
| Unemployed | Newton | NJ | 05/2020 | 08/2020 |
| Thrivent Investment Management Inc | Minneapolis | MN | 05/2026 | Present |
| Thrivent Financial | Appleton | WI | 05/2026 | Present |
| Caregiver | Newton | NJ | 11/2024 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-17 |
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