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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-11-24 |
| TX | RA | APPROVED_RES | 2025-11-23 |
| OK | RA | APPROVED | 2025-11-19 |
| FL | RA | APPROVED | 2025-11-03 |
Branch Locations
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • 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 |
|---|---|---|---|---|
| Chase Investment Services Corp | Miami | FL | 01/2011 | 07/2019 |
| Jpmorgan Chase Bank | Miami | FL | 01/2011 | 07/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 10/2019 | 07/2021 |
| Bank Of America, N.A. | Miami | FL | 10/2019 | 07/2021 |
| Unemployed | Miami | FL | 07/2019 | 09/2019 |
| Fidelity Investments | Coral Gables | FL | 07/2021 | 03/2025 |
| Thrivent Investment Management Inc | Minneapolis | MN | 10/2025 | Present |
| Thrivent Financial | Appleton | WI | 10/2025 | Present |
| Unemployed | Miami | FL | 03/2025 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-19 |
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