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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-04-27 |
| IN | RA | APPROVED | 2026-04-24 |
| TX | RA | APPROVED | 2026-04-24 |
Branch Locations
57 Franklin Street Suite 207, Valparaiso, IN 46383 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Valparaiso | IN | 09/2012 | 04/2026 |
| Thrivent Financial For Lutherans | Appleton | WI | 12/2012 | 04/2026 |
| Newedge Advisors, Llc | New Orleans | LA | 04/2026 | Present |
1. Providence Christian Academy; Not Investment Related; Dyer, IN; School; board member & treasurer; Start date 01/2025; 1 total hrs; 0 trading hrs; treasurer (no access to funds) 2. NewEdge Advisors, LLC - DBA Cana Wealth Management; Investment related; Valparaiso, IN; Start date 04/2026; 160 total hours; 160 trading hours; Investment Advisor Representative 3. Carter, Spoolstra, & Associates; Not Investment Related; Valparaiso, IN; Pass-through entity; Partner; Start Date 01/2016; 1 total hrs; 0 trading hours; pass through entity for tax purposes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-25 |
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