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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-06-04 |
Branch Locations
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Mill Creek | WA | 06/2012 | 05/2020 |
| Thrivent Financial For Lutherans | Appleton | WI | 10/2012 | 05/2020 |
| Thrivent Advisor Network, Llc D/B/A Inflection Wealth Management | Mill Creek | WA | 05/2020 | 06/2025 |
| Purshe Kaplan Sterling Investments, Inc. | Mill Creek | WA | 06/2020 | 06/2024 |
| Thrivent Investment Management Inc | Minneapolis | MN | 06/2024 | 06/2025 |
| Alongside, Llc | Austin | TX | 06/2025 | Present |
FIXED INSURANCE SALES POSITION: Insurance Producer NATURE: Selling/Servicing fixed insurance contract(s). INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 08/01/2012 ADDRESS: 15117 Main Street Suite 207A, Mill Creek WA 98012, United States DESCRIPTION: Selling/Servicing fixed insurance contract(s). MARY CONDOMINIUM POSITION: President NATURE: Homeowners Association INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2014 ADDRESS: 1008 6th Ave. N., Seattle WA 98109, United States DESCRIPTION: Duties are quarterly meeting and contacting maintenance professionals for services needed at the condo. RENTAL PROPERTY POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2020 ADDRESS: 1008 6th Ave N, #101, Seattle WA 98109, United States DESCRIPTION: Duties are collecting rent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-07 |
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