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Account
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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-07-24 |
| OK | RA | APPROVED | 2025-07-21 |
| TX | RA | APPROVED | 2025-06-25 |
Branch Locations
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
Coppell, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 05/2015 | 04/2021 |
| Tiaa | Lewisville | TX | 05/2015 | 04/2021 |
| Fidelity Investments | Westlake | TX | 06/2021 | 03/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 03/2025 |
| Thrivent Investment Management Inc | Minneapolis | MN | 06/2025 | Present |
| Thrivent Financial | Appleton | WI | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-09 |
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