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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-08 |
| KY | RA | APPROVED | 2020-09-14 |
Branch Locations
3825 Edwards Road, Cincinnati, OH 45209 • United States
Cincinnati, OH • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| New York Life | Madison | WI | 05/2011 | 04/2019 |
| Nylife Securities Llc | Madison | WI | 08/2011 | 04/2019 |
| Integrity Wealth & Financial, Llc | Madison | WI | 09/2014 | 06/2017 |
| Retirement Resources, Llp | Madison | WI | 08/2018 | 04/2019 |
| Allstate Insurance Company | Cottage Grove | WI | 04/2019 | 10/2019 |
| Thrivent Investment Management Inc | Cincinnati | OH | 11/2019 | Present |
| Thrivent Financial | Appleton | WI | 10/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-01 |
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