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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-12-22 |
| OK | RA | APPROVED | 2025-12-18 |
| TX | RA | APPROVED | 2025-12-18 |
| IN | RA | APPROVED | 2025-12-03 |
Branch Locations
Indianapolis, IN • United States
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 |
|---|---|---|---|---|
| Pruco Securities Llc | Indianapolis | IN | 04/2024 | 11/2024 |
| Prudential Financial Inc | Newark | NJ | 01/2022 | 03/2024 |
| Ivy Tech Community College Foundation | Indianapolis | IN | 05/2022 | 09/2022 |
| Rolls Royce | Indianapolis | IN | 01/2022 | 09/2022 |
| United Farm Family Mutual Insurance/ Indiana Farm Bureau | Indianapolis | IN | 01/2017 | 01/2022 |
| Indiana National Guard/ United States Property And Fiscal Office | Indianapolis | IN | 03/2016 | 09/2016 |
| State Of Indiana Department Of Revenue | Indianapolis | IN | 09/2016 | 01/2017 |
| The Prudential Insurance Company Of America | Indianapolis | IN | 08/2024 | 09/2025 |
| Lpl Enterprise, Llc | Indianapolis | IN | 11/2024 | 09/2025 |
| Thrivent Investment Management Inc. | Minneapolis | MN | 11/2025 | Present |
| Thrivent Financial | Appleton | WI | 11/2025 | Present |
RENTAL PROPERTY POSITION: Owner NATURE: This is a single-family residence that is currently rented for $950 per month. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/19/2019 ADDRESS: 2403 Salem Park Dr, Indianapolis IN 46239, United States DESCRIPTION: I own the property located at 2403 Salem Park Dr., This property is currently being rented for $950 per month. DOCXHUB LLC POSITION: Co-Owner NATURE: Docxhub is a mail and pack and ship store owned by my husband and myself. We mail packages, virtual mail office, notary, document shredding and passport services. We currently have 3 part-time employees. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2024 ADDRESS: 9105 E 56th St., Unit J, Indianapolis IN 46216, United States DESCRIPTION: I help with administrative work and sometimes perform notary services. scheduling and may occasionally perform notary services. NOTARY PUBLIC POSITION: Notary Public NATURE: Notary Public - Indiana INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 12621 Teacup Way, Indianapolis IN 46235, United States DESCRIPTION: Notary Public for the State of Indiana performing general notary work. EZERRISE GROUP LLC POSITION: Co-Owner NATURE: This is an LLC created so that rental properties are not held in the names of my husband and myself for tax and liability purposes. the rental property at 2403 Salem Park Dr. will be held in this name. All rental properties are long term rentals 1-2 years or more. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/08/2026 ADDRESS: 9105 E 56th St., Unit J, Indianapolis IN 46216, United States DESCRIPTION: Owning residential properties. Properties will be managed by a separate management company. RENTAL PROPERTY POSITION: Co-Owner NATURE: This is for a new purchase of a duplex that will be used for long term rentals. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 6226/6228 E 21st St, Indianapolis IN 46219, United States DESCRIPTION: collect rents. property will be managed by a separate property management company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-06 |
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