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1265 Main Street Suite 105, Stevens Point, WI 54481 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-01-05 |
Branch Locations
1265 Main Street Suite 105, Stevens Point, WI 54481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Eau Claire | WI | 09/2003 | 11/2020 |
| Thrivent Financial For Lutherans | Appleton | WI | 10/2003 | 11/2020 |
| Thrivent Advisor Network, Llc | Chippewa Falls | WI | 11/2020 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2021 | 12/2022 |
| Evexia Wealth, Llc | Stevens Point | WI | 01/2023 | Present |
1)Fixed insurance--investment related: no-- address:1265 main street suite 105, stevens point WI 54481--fixed/traditional insurance --position: agent-- start date:01/2021--hours/month:4--hours/month during trading hours:4--duties: sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-27 |
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