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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual | Waverly | IA | 05/2016 | 02/2023 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 05/2016 | 02/2023 |
| Lpl Financial Llc | Rhinelander | WI | 05/2022 | 02/2023 |
| Royal Alliance Associates, Inc. | Wausau | WI | 02/2023 | Present |
| Thrivent Investment Management Inc | Minneapolis | MN | 06/2023 | Present |
| Thrivent Financial | Appleton | WI | 06/2026 | Present |
ROTARY CLUB OF WAUSAU AFTER HOURS POSITION: Membership Chair NATURE: Service organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2023 ADDRESS: 300 N 3rd St, Wausau WI 54403, United States DESCRIPTION: Recruiting new members and inducting new members when they join.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-23 |
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