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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-22 |
| AZ | RA | APPROVED | 2025-12-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Journey Advisory Group, Llc | Temple | TX | 09/2016 | 06/2022 |
| Vanguard Investment Group | Scottsdale | AZ | 09/2022 | 09/2024 |
| Copperwynd Financial | Scottsdale | AZ | 09/2024 | 07/2025 |
| Lido Advisors, Llc | Los Angeles | CA | 06/2025 | 07/2025 |
| Wellspring Financial Partners | Tuscon | AZ | 09/2025 | 11/2025 |
| Thrivent Investment Management Inc | Tucson | AZ | 12/2025 | Present |
| Unemployed | Oro Valley | AZ | 11/2025 | 12/2025 |
| Unemployed | Cave Creek | AZ | 07/2025 | 09/2025 |
| Unemployed | Salado | TX | 06/2022 | 09/2022 |
| Thrivent Financial | Appleton | WI | 01/2026 | 02/2026 |
| Thrivent Financial | Appleton | WI | 02/2026 | Present |
LUKE5ADVENTURES, TUCSON CHAPTER POSITION: Board Member NATURE: HIking group (volunteers) that take special needs individuals on hikes. Offered on each Saturday, weather permitting. The mission is to create community by bringing families impacted by disability closer to Christ by making the impossible possible. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 03/16/2026 ADDRESS: 10111 E. Old Spanish Trail, Tucson AZ 85748, United States DESCRIPTION: This is a new role and the duties will be supporting other board members. No financial responsibilities. Developing fund raising opportunities to support Tucson Chapter. Identifying and creating opportunities for Chapter to be self-sustaining.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-11-28 |
| S65 | Uniform Investment Adviser Law Examination | 2016-07-12 |
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