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14221 Dallas Parkway Suite 100, Dallas, TX 75254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-06-18 |
Branch Locations
4450 Excelsior Blvd Suite 460, St. Louis Park, MN 55416 • United States
14221 Dallas Parkway Suite 100, Dallas, TX 75254 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Minneapolis | MN | 12/2010 | 09/2016 |
| Park Avenue Securities | Minneapolis | MN | 04/2011 | 09/2016 |
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 09/2016 | 05/2019 |
| Mutual Of Omaha Investor Services | Bloomington | MN | 05/2019 | 08/2021 |
| Mutual Of Omaha Insurance Company | Bloomington | MN | 05/2019 | 08/2021 |
| Thrivent Investment Management Inc | Golden Valley | MN | 09/2021 | Present |
| Thrivent Financial | Appleton | WI | 09/2021 | Present |
PROVIDENCE ACADEMY POSITION: Assistant Varsity Basketball Coach NATURE: Basketball coaching INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 11/17/2025 ADDRESS: 15100 Schmidt Lake Rd, Plymouth MN 55446, United States DESCRIPTION: attend practice and games provide instruction to players
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-12 |
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