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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-03-24 |
| OK | RA | APPROVED | 2025-03-12 |
| TX | RA | APPROVED_RES | 2018-09-07 |
| CA | RA | APPROVED | 2018-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Pasadena | CA | 09/2014 | 04/2018 |
| Thrivent Investment Management Inc | Valencia | CA | 04/2018 | Present |
| Thrivent Financial | Appleton | WI | 04/2018 | 07/2018 |
| Thrivent Financial | Appleton | WI | 07/2018 | Present |
HABITAT FOR HUMANITY OF GREATER LOS ANGELES POSITION: Board Member NATURE: Seeking to put God's love into action, Habitat for Humanity brings people together to build homes, communities and hope. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/03/2024 ADDRESS: 8739 Artesia Blvd., Bellflower CA 90706, United States DESCRIPTION: Board members have the overall responsibility for the organization. They are charged with supervision and oversight which is the process by which they make decisions, delegate work and assure that decisions are carried out in the manner intended. BN REAL ESTATE GROUP POSITION: Member NATURE: Holdings company for various business activities, including real estate acquisition & barbershop ownership. The Hendee Group LLC, owned by my wife and I own 50% of BN Real Estate Group. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2019 ADDRESS: 10703 White Oak, Unit 14, Granada Hills CA 91344, United States DESCRIPTION: Responsible for review of property financials to determine expected cash flow SEED HOUSE PROJECT POSITION: Board Member - Treasurer NATURE: Seed House Project provides youth with a foundation of supportive housing and fosters holistic healing to ignite the full potential of everyone's unique experience. Treasurer Duties Reviewing financials produced by the accounting firm Account 501 No control of funds No account access No check writing ability INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2024 ADDRESS: 138 N. Brand Blvd. #207, Glendale CA 91203, United States DESCRIPTION: Serve as board member- Monthly Meetings- Strategic Planning- Organizational governance CSU NORTHRIDGE ALUMNI ASSOCIATION POSITION: Vice President NATURE: The goals and objectives of the Black Alumni Association are: To create opportunities for Black and or African American alumni to become more connected to and interactive with the university; To honor and showcase our Black alumni; To strengthen and improve the chapter, its alumni, faculty of African descent and students; To heighten the perception of Africana Studies as a discipline and the accomplishments of students of African descent at Cal State Northridge. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 18111 Nordhoff Street, Northridge CA 91330, United States DESCRIPTION: In the absence of the president perform the duties listed below, and exercise the powers of the president, ex officio on all program committees, and other similar duties President Duties: Shall have general and active management of the business of the organization, preside over meetings of the chapter, ex officio member on all committees (or designee), and other similar duties. Shall serve as the official representative of the organization, unless otherwise and serves as past president immediately following their term designated. THE HENDEE GROUP LLC POSITION: Owner NATURE: The Hendee Group offers organizational and operational consulting services. Working with organizational leadership to establish systems and processes for efficiency. This includes data management systems, staff training & development, external vendor sourcing. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2020 ADDRESS: 23455 Valle Del Oro, Santa Clarita CA 91321, United States DESCRIPTION: Oversight of general business activities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-22 |
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