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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-01-21 |
| TX | RA | APPROVED | 2025-01-03 |
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Altamonte Springs | FL | 03/2017 | 11/2019 |
| Plan & Act | Buena Vista | CO | 11/2019 | 03/2021 |
| E*Trade Financial | Orlando | FL | 03/2017 | 11/2019 |
| Wentz Enterprises Llc | Ocoee | FL | 09/2016 | 01/2017 |
| Thrivent Financial | Appleton | WI | 04/2021 | 06/2021 |
| Td Ameritrade. Inc. | Winter Park | FL | 07/2021 | 12/2023 |
| Charles Schwab & Co. | Winter Park | FL | 07/2021 | 01/2024 |
| Charles Schwab And Co., Inc. | Winter Park | FL | 03/2022 | 01/2024 |
| Td Ameritrade, Inc. | Winter Park | FL | 08/2021 | 09/2023 |
| Thrivent Investment Management Inc. | Appleton | WI | 03/2021 | 06/2021 |
| Harris Direct Llc | Altamonte Springs | FL | 03/2017 | 11/2019 |
| Anthony Wentzell/Wentz Enterprise Llc | Orlando | FL | 08/2016 | 03/2017 |
| Unemployed | Windermere | FL | 02/2024 | 06/2024 |
| J.P. Morgan Securities Llc | Plano | TX | 07/2024 | 08/2024 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 07/2024 | 08/2024 |
| Thrivent Investment Management Inc | Orlando | FL | 09/2024 | Present |
| Thrivent Financial | Appleton | WI | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-18 |
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