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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-07-06 |
| TX | RA | APPROVED_RES | 2022-12-06 |
| IL | RA | APPROVED | 2015-08-04 |
Branch Locations
101 W 4Th St, Waterloo, IL 62298 • United States
210 Regency Ctr, Collinsville, IL 62234 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Waterloo | IL | 05/2015 | Present |
| Thrivent Financial | Appleton | WI | 10/2015 | Present |
THE AMERICAN COLLEGE OF FINANCE POSITION: Case Study Grader NATURE: I will be grading case studies from students of the WMCP program for the American College of Finance. Approximately 5-10 hours/week at $50/hour. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: 630 Allendale Rd #400, King of Prussia PA 19406, United States DESCRIPTION: Review, grade and provide feedback to students when they submit their case study projects for the Wealth Management Certified Planner designation program at the American College of Finance. GOOD SAMARITAN MINISTRIES POSITION: Board Member NATURE: Good Samaritan provides affordable housing to homeless/needy individuals in the East St Louis community. They also provide weekly church services, bible study for all ages, they have an after school/summer program for pre-K through 8th grade. In addition, they have a small Thrift store with free clothing, free laundry facilities and shower facilities too. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/19/2024 ADDRESS: 5000 N Park Dr, East St Louis IL 62204, United States DESCRIPTION: Attend monthly meetings. Visit the site from time to time to help volunteer with serving meals or educating children.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-03 |
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