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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-03-28 |
Branch Locations
600 Portland Avenue South, Minneapolis, MN 55415 • United States
214 Senate Avenue Suite 100, Camp Hill, PA 17011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Camp Hill | PA | 01/2008 | 03/2022 |
| Thrivent Financial For Lutherans | Appleton | WI | 01/2008 | 03/2022 |
| Thrivent Advisor Network, Llc | Camp Hill | PA | 03/2022 | Present |
| Thrivent Investment Management Inc | Camp Hill | PA | 06/2024 | Present |
INSURANCE SALES POSITION: null NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 03/30/2022 ADDRESS: 214 Senate Avenue, Suite 100, Camp Hill PA 17011, United States DESCRIPTION: null FAMILY PROMISE OF HARRISBURG CAPITAL REGION POSITION: Board President NATURE: Family Promise is a nonprofit organization serving homeless families through an Interfaith Hospitality Network (IHN). The IHN cooredinates local communities of faith, partner agencies, businesses, volunteers, and community leaders to provide resources that enable families to move from honelessness to home. These resources include compassionate care, hospitality, professional support, lodging, meals, donated goods, and - most importantly - volunteers. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 12/01/2021 ADDRESS: 56 Erford Rd, Camp Hill PA 17011, United States DESCRIPTION: Lead quarterly board meetings. Advise the Executive Director (ED) of FPHCR. Represent the organization in the community. Ask for funding on behalf of organization. Give on an annual basis. Hold in Confidence different material or information which may be sensitive or confidential. Avoid Conflict of Interest. JAD OPERATIONS DBA ADVENT PARTNERS, THRIVENT ADVISOR NETWORK POSITION: Wealth Advisor NATURE: Affiliated Retail Investment Advisory Firm INVESTMENT RELATED: No NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 144 START DATE: 03/30/2022 ADDRESS: 214 Senate Ave, Suite 100, Camp Hill PA 17011, United States DESCRIPTION: Provide investment advisory services to retail clients ESTATE PLANNING COUNCIL OF CENTRAL PA POSITION: Board Secretary NATURE: Provide fellowship and education among estate and financial planning professionals in the Central PA region, namely Dauphin and Cumberland Counties. EPC meets four time each year in September, November, February, and April. Meetings consist of social time, dinner, and an educational topic presented by a guest speaker. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2024 ADDRESS: PO Box 610, Dillsburg PA 17019, United States DESCRIPTION: Participate in bi-monthly meetings to set the schedule and topics to be covered in member meetings.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-10-04 |
| S66 | Uniform Combined State Law Examination | 2008-02-08 |
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