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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-02-23 |
| OK | RA | APPROVED | 2024-01-08 |
| TX | RA | APPROVED | 2020-08-12 |
| MA | RA | APPROVED | 2020-08-11 |
Branch Locations
3 Allied Dr, Dedham, MA 02026 • United States
Newton, MA • 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 |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Dedham | MA | 02/2015 | Present |
| Thrivent Financial | Appleton | WI | 06/2015 | Present |
URBAN ISLANDS PROJECT POSITION: BOARD OF DIRECTORS NATURE: I SERVE AS A BOARD MEMBER OF THE URBAN ISLANDS PROJECT, AN ORGANIZATION DEVOTED TO DEVELOPING NEW CHURCHES / FAITH COMMUNITIES IN STRATEGIC URBAN CENTERS THROUGHOUT THE UNITED STATES. INVESTMENT RELATED: NO NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2014 ADDRESS: 1850 BASSETT STREET, DENVER CO 80202 DESCRIPTION: HELP SHAPE THE STRATEGY, AND PROVIDED ACCOUNTABILITY FOR THE DIRECTOR. PERIODICALLY I AM ASKED TO PROVIDE PRESENTATIONS ON BEHALF OF URBAN ISLANDS. NORTH TEXAS DISTRICT OF THE ASSEMBLIES OF GOD POSITION: LEADERSHIP COACH NATURE: MY OUTSIDE BUSINESS IS LEADERSHIP, EXECUTIVE AND ORGANIZATIONAL COACHING. THE FOCUS OF THIS ACTIVITY IS TO HELP LEADERS AND THE ORGANIZATIONS THAT THEY LEAD, TO MOVE FORWARD STRATEGICALLY TOWARD THEIR GOALS. I AM A MEMBER OF THE INTERNATIONAL COACH FEDERATION (ICF). AS A MEMBER OF ICF, I ADHERE TO ITS STANDARD OF COMPETENCIES AND ETHICS. I WORK PRIMARILY WITH CHURCH LEADERS AND LEADERS OF CHARITABLE ORGANIZATIONS. INVESTMENT RELATED: NO NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: 5241 FM 66, P.O. BOX 838, WAXAHACHIE TX 75167 DESCRIPTION: DUTIES INCLUDE: COACHING AND STRATEGIC / TACTICAL THOUGHT PARTNERSHIP. PUBLIC SPEAKING: AS A PART OF MY DUTIES AS A COACH,I AM ASKED TO PROVIDE A CONSULTATION AND PRESENTATION AT A SUNDAY MORNING WORSHIP GATHERING IN THE LOCAL CHURCHES OF THE LEADERS WHO ARE BEING COACHING. THE LINK CHURCH POSITION: Pastor NATURE: I serve as a pastor and the directional leader of The Link Church. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2017 ADDRESS: P.O. Box 320380, Boston MA 02132 DESCRIPTION: I provide coaching and consultation for the leadership team. I provide sermons /or teachings at regular church services. ASSEMBLIES OF GOD MISSIONS POSITION: Leadership Coach NATURE: My outside business is Leadership, Executive and Organizational Coaching with ministers and ministry leaders. The focus of this activity is to help leaders and the organizations that they lead, to move forward strategicallytoward their goals. I ama member of the International Coach Federation (ICF). As a member of ICF, I adhere to its standard of competencies and ethics. I work primarily with Church Leaders and leaders of charitable orgainzations. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: 1445 N Boonville Ave, Springfield MO 65802, United States DESCRIPTION: Duties include:- coachingand strategic / tactical thought partnership.-public speaking: as a partof my duties as acoach,I am asked to provide a consultation andpresentation at a sunday morning worship gathering in thelocal churches of the leaderswho are being coaching.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-02 |
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