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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-10 |
| MN | RA | APPROVED | 2023-01-24 |
Branch Locations
5 N Fremont St, Lewiston, MN 55952 • United States
Saint Charles, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Focus Financial | St Charles | MN | 01/2015 | 12/2022 |
| Royal Alliance | St. Charles | MN | 01/2015 | 12/2022 |
| Thrivent Investment Management Inc. | Lewiston | MN | 01/2023 | Present |
| Thrivent Financial | Appleton | WI | 02/2023 | 06/2023 |
| Thrivent Financial | Appleton | WI | 06/2023 | Present |
CPA LICENSE POSITION: N/A NATURE: Keeping my CPA license active INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/19/1998 ADDRESS: N/A, Lewiston MN 55952, United States DESCRIPTION: N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-08 |
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