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Current Employers
Thrivent Investment Management Inc.

600 Portland Avenue South, Minneapolis, MN 55415 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2012-08-13
  • OH RA
    APPROVED
    Since 2012-08-13

Branch Locations

429 Front Street, Berea, OH 44017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thrivent Investment Management Inc Berea OH 07/2012 Present
Thrivent Financial For Lutherans Appleton WI 10/2012 Present
Other Businesses

GARFIELD MEMORIAL UNITED METHODIST CHURCH POSITION: SPRC committee member NATURE: The Staff-Parish Relations Committee (SPRC) serves the church by building and managing the relationship between the church staff and the church congregation. Their primary task is to work with the lead pastor to manage the legal and ethical responsibilities of the church staff. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 3650 Lander Rd, Cleveland OH 44124, United States DESCRIPTION: The committee holds monthly meetings to address concerns between the staff and the congregation. This includes managing procedures for hiring and maintaining the staff, and working to oversee those involved in various church activities to establish and maintain propriety in the church community. TRILOBITE GROUP, LLP POSITION: Partner NATURE: My team has set up an LLC (Dimetrodon Group, LLC) to obtain a loan to purchase a building. Our LLC will then lease the building to our LLP which will then sublease the building to our team of reps on the first floor as well as a team of psychologists on the second floor. I was advised by my field risk manager that all partners must put in an OBA for the LLP because the LLP will be subleasing to individuals outside of Thrivent, but the LLC does not need to enter an OBA as it is the LLP, not the LLC which will be dealing with the non-Thrivent renters on the second floor. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2025 ADDRESS: 22021 Brookpark Rd, Fairview Park OH 44126, United States DESCRIPTION: I am one of three partners (myself, Jon Wilterdink, and Curt Bissell) on the team who is responsible for all decisions regarding the management of the team's LLP. This will include a sublease to the upstairs tenants in addition to the paying and managing of staff and other business expenses for the team.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-10
  • S66 Uniform Combined State Law Examination
    2012-08-10

View on SEC IAPD

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