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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 | 2025-12-22 |
| TX | RA | APPROVED | 2025-12-22 |
| IN | RA | APPROVED | 2024-07-23 |
Branch Locations
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 |
|---|---|---|---|---|
| Charles Schwab Bank, Ssb | Indianapolis | IN | 10/2021 | 07/2024 |
| Thrivent Financial | Appleton | WI | 07/2024 | 12/2024 |
| Thrivent Financial | Appleton | WI | 12/2024 | 12/2025 |
| Thrivent Financial | Appleton | WI | 12/2025 | Present |
| Thrivent Investment Management Inc | Carmel | IN | 07/2024 | Present |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 07/2017 | 07/2024 |
| Better Bodies Inc. | Carmel | IN | 02/2017 | 06/2017 |
| Homemaker | Indianapolis | IN | 02/2013 | 02/2017 |
INVESTIRE PARTNERS, LLC POSITION: LLC Member NATURE: Investire Partners, LLC purchases rental properties for investment purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/27/2022 ADDRESS: 1850 Stonecroft Place, Lafayette IN 47905, United States DESCRIPTION: Provide low level maintenance as needed to investment properties VENDITO, LLC DBA VENDITO'S POSITION: Managing Partner NATURE: Selling snacks, drinks and various sundries via vending machines INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/16/2025 ADDRESS: 14147 Kodiak Dr., Carmel IN 46074, United States DESCRIPTION: Securing Vending locations with assistance from vending group and servicing vending locations with the assistance of stocker
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-16 |
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