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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-13 |
| DC | RA | APPROVED | 2023-09-05 |
| TX | RA | APPROVED | 2023-08-30 |
| OK | RA | APPROVED | 2023-06-12 |
| GA | RA | APPROVED | 2023-06-02 |
Branch Locations
Fort Lauderdale, FL • United States
1401 E Broward Blvd, Fort Lauderdale, FL 33301 • 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 |
|---|---|---|---|---|
| Country Insurance Affiliates | Alpharetta | GA | 10/2013 | 03/2023 |
| Country Capital Management Company | Alpharetta | GA | 10/2013 | 03/2023 |
| Country Trust Bank | Alpharetta | GA | 01/2023 | 03/2023 |
| Thrivent Investment Management Inc | Fort Lauderdale | FL | 04/2023 | Present |
| Thrivent Financial | Appleton | WI | 04/2023 | Present |
DELTA AIR LINES POSITION: Ramp Agent/ Wellbeing Champion NATURE: Delta Air Linesprovides scheduled air transportation for passengers and cargo. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/31/2022 ADDRESS: 1030 Delta Blvd, Atlanta GA 30320, United States DESCRIPTION: I assist with disseminating information to below wing employees (ramp agents), guide below wing employees to resources on Delta's intranet,help promote new initiatives, act as a liaison between employees and management and make sure there is a general understanding of the tools that Delta provides to assist with healthy work life balance. STONECREST DEVELOPMENT AUTHORITY POSITION: Vice Chairperson NATURE: The Stonecrest Development Authority is tasked withTo develop and promote for the public good and general welfare, trade, commerce, industry, and employment opportunities in the City in accordance with the Development Authority Law?.To encourage cooperation among economic development organizations within the City?.To exercise all the powers granted to a development authority pursuant to the provisions of the Development Authority's Law?. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/08/2023 ADDRESS: 3120 Stonecrest Blvd #190, Stonecrest GA 30038, United States DESCRIPTION: Assist the board chairperson with running meetings, run meetings in the absence of the chairperson and review meeting agenda items for each meeting. CML SQUARED, LLC POSITION: co-owner NATURE: CML Squared will be a management consulting company create to pursue government contracts. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 3673 Bayberry Way SW, Conyers GA 30094, United States DESCRIPTION: I will be responsible for assisting with contract review and identifying some of the contracts that the company will pursue.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-05 |
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