Matthew Taylor Beatty

Current Employers

Employment History

• 12/2012 → Present
  Thrivent Investment Management Inc
  Wilmington, NC
• 08/2013 → Present
  Thrivent Financial For Lutherans
  Appleton, WI

Other Businesses

NMJ TAX SERVICES LLC POSITION: Co- Owner NATURE: Co-Owner with Jeremy Cox and Nathan Caldwell (CPA) of this LLC. The business of the LLC is for Nathan Caldwell to provide CPA services. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/17/2025 ADDRESS: PO BOX 356, Matthews NC 28106, United States DESCRIPTION: In addition to my activities as a Thrivent IAR, I have ownership interest in a company that provides tax and accounting services, for which I will receive compensation as a percentage of profits. My role is administrative/managerial in nature and does not include the performance of tax or accounting services. These other business activities have been approved by a supervisor and are not associated with (or in any way related to) my activities conducted through Thrivent Investment Management Inc. and its affiliates. PORTERS NECK VILLAGE POSITION: Board Member NATURE: Senior living center as seniors transition into retirement and want a simple lifestyle. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/01/2025 ADDRESS: 1200 Porters Neck Road, Wilmington NC 28411, United States DESCRIPTION: Help guide the board on the overall community and direction of the population of the age demographic and current and future needs.

Exams

• S66 Uniform Combined State Law Examination
  2013-05-31