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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | Phoenix | AZ | 02/2007 | 12/2020 |
| Usaa Financial Advisors, Inc | Phoenix | AZ | 02/2007 | 06/2020 |
| Usaa Investment Management Company | Phoenix | AZ | 01/2018 | 07/2021 |
| Usaa Life Insurance Company | Phoenix | AZ | 12/2020 | 07/2021 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 07/2021 | 03/2025 |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 08/2021 | 03/2025 |
| Thrivent Investment Management Inc. | Minneapolis | MN | 08/2025 | Present |
| Thrivent Financial | Appleton | WI | 08/2025 | Present |
| Unemployed | Scottsdale | AZ | 04/2025 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-26 |
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