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Current Employers
Thrivent Investment Management Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2013-10-11
  • FL RA
    APPROVED
    Since 2013-10-11

Branch Locations

3472 Ne Savannah Rd, Jensen Beach, FL 34957 • 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 Financial For Lutherans Appleton WI 03/2007 Present
Thrivent Investment Management Inc Jensen Beach FL 07/2013 Present
Previous Registrations
Other Businesses

PINEAPPLE CHALET, LLC POSITION: LLC Member NATURE: This LLC holds real estate assets. Offices and event rooms are rented to other processionals and commercial businesses. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: 3472 NE Savannah Rd, Jensen Beach FL 34957, United States DESCRIPTION: My duties include general maintenance of the building, scheduling any contractors, advertising when vacant, and creating lease documents. HELPING PEOPLE SUCCEED POSITION: Board Member NATURE: Helping People Succeed is a charity involved in both children and adult programs in our community. Several programs are focused on Healthy Families including newborn assistance and behavioral services. Their adult programs are primarily focused on special needs and employment. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 1601 NE Braille Pl, Jensen Beach FL 34957, United States DESCRIPTION: Oversee operations of the Charity including appointing directors and officers, entering into contracts leases in the execution of the mission. be an ambassador in the community. I am familiar with rules regarding investments including endowment and donations. I will abstain from being present during any vote for items related to these areas. Helping People Succeed have been notified of this and are understanding of the situation. FAITHFUL JOURNEY TRAVEL CLUB POSITION: Board Member - Chairman NATURE: To educate members of all ages on safe, responsible, and enriching travel--locally, nationally, and internationally. We aim to inspire a deeper appreciation of God's creations by offering travel experiences that foster learning and provide meaningful opportunities to serve others through volunteer work. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2025 ADDRESS: 3472 NE Savannah Rd, Suite 109, Jensen Beach FL 34957, United States DESCRIPTION: Help organize speakers about travel, serve on the scholarship committee that reviews applications and extends scholarships to mission trips and students. Serve on technology committee that helps with website and communications to members. LET THERE BE TRAVEL POSITION: Owner NATURE: This is a very part time travel agency that i will personally own, booking travel mostly for self and family. The primary activity will be booking travel for missions trips that I am or my mom is a part of. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 04/20/2026 ADDRESS: 3472 NE Savannah Rd, Suite 104, Jensen Beach FL 34957, United States DESCRIPTION: I will be booking travel through travel agency websites.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-17
  • S66 Uniform Combined State Law Examination
    2008-04-17

View on SEC IAPD

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