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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-13 |
| MO | RA | APPROVED | 2024-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2018 | 06/2022 |
| Publicis Healthcare | New York | NY | 01/2013 | 12/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2022 | 07/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2022 | 07/2024 |
| Thrivent Investment Management Inc | St Louis | MO | 07/2024 | Present |
| Thrivent Financial | Appleton | WI | 07/2024 | 12/2024 |
| Thrivent Financial | Appleton | WI | 12/2024 | Present |
MOMENTUM ACADEMY POSITION: Board Member NATURE: Charter School serving in 4 communities within Saint Louis, Missouri INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/06/2019 ADDRESS: 2000 S. 8th Street, Saint Louis MO 63104, United States DESCRIPTION: Committed team of community members / leaders who meet regularly to oversee the goverance of the Momentum Charter schools. We assist in guidance and accountability with the school leadership to ensure that Momentum Academy is meeting their goals to move the district forward. WISDOM & LEGACY CONSULTING LLC POSITION: CEO Founder NATURE: Consulting, Mentoring and Mediation services for individuals, businesses, and organizations. Financial services are not provided within any of our services. In those cases, we refer out for their consideration. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 1850 Christo Court, Saint Louis MO 63138, United States DESCRIPTION: I offer consulting, mentoring and mediation services to individuals, businesses, and organizations within our local and state communities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-22 |
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