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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-18 |
| TX | RA | APPROVED_RES | 2024-05-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lasalle Investment Management | Chicago | IL | 12/2012 | 05/2017 |
| Thrivent Investment Management Inc | Minneapolis | MN | 08/2018 | 06/2019 |
| Thrivent Financial | Appleton | WI | 07/2018 | 11/2019 |
| Thrivent Distributors Llc | Minneapolis | MN | 08/2018 | 11/2019 |
| Unemployed | Burr Ridge | IL | 06/2017 | 06/2018 |
| Thrivent Investment Management Inc | Downers Grove | IL | 12/2019 | 04/2022 |
| Thrivent Financial | Appleton | WI | 12/2019 | 04/2022 |
| Citigroup | Chicago | IL | 04/2022 | 03/2024 |
| Jpmorgan Chase Bank, N.A. | Naples | FL | 05/2024 | Present |
| J.P. Morgan Securities Llc | Naples | FL | 05/2024 | Present |
| Unemployed | Willow Springs | IL | 04/2024 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-15 |
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