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Current Employers
Thrivent Investment Management Inc.

600 Portland Avenue South, Minneapolis, MN 55415 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2024-09-03
PA RA APPROVED 2005-11-10
  • DC RA
    APPROVED
    Since 2024-09-03
  • PA RA
    APPROVED
    Since 2005-11-10

Branch Locations

101 N 5Th St, Perkasie, PA 18944 • United States

1094 Second Street Pike, Richboro, PA 18954 • United States

Doylestown, PA • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond Yes
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thrivent Investment Management Inc Richboro PA 07/2004 Present
Thrivent Financial For Lutherans Appleton WI 07/2004 Present
Other Businesses

LILLEY ROESINGER LLC POSITION: none NATURE: Expense only LLC, we collect rent of our conference room from outside lawyer. No business with the attorney, just rental fee for space INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2020 ADDRESS: 101 N 5th Street, Perkaise PA 18944, United States DESCRIPTION: rent is paid electronically, no duties or responsibilities COALITION TO SUPPORT AND SHELTER THE HOMELESS POSITION: Board Member NATURE: The Coalition to Shelter And Support the Homeless is a faith based alliance in Central Bucks County offering temporary shelter and support to unsheltered adults on Code Blue nights in the winter, and support services year round.Coalition to Shelter and Support the Homeless is proud to be a 501(c)(3) charitable nonprofit organization (EIN 45-3252280)? INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 9 START DATE: 10/01/2024 ADDRESS: 196 W Ashland Street, Doylestown PA 18901, United States DESCRIPTION: Steer the organization towards a sustainable future by adopting sound, ethical, and legal governance and financial management policies.Advance and advocate for the mission of the nonprofit.Attend and participate in board meetings and discussions.Hire and oversee the executive director.Recruit and train new board members.Engage in strategic planning.Donate and fundraise.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-11-10
  • S66 Uniform Combined State Law Examination
    2004-11-10

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