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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mufg Union Bank | Torrance | CA | 05/2015 | 12/2022 |
| Unionbanc Investment Services, Llc | Torrance | CA | 10/2017 | 05/2023 |
| U.S. Bancorp Investments, Inc. | Rancho Palos Verdes | CA | 05/2023 | 08/2024 |
| U.S. Bank | Rancho Palos Verdes | CA | 12/2022 | 09/2024 |
| Equitable Advisors, Llc | New York | NY | 09/2024 | 11/2025 |
| Thrivent Investment Management Inc. | Rancho Palos Verdes | CA | 01/2026 | Present |
| Thrivent Financial | Appleton | WI | 01/2026 | 02/2026 |
| Thrivent Financial | Appleton | WI | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-23 |
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