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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-21 |
| CA | RA | APPROVED | 2017-05-22 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Claremont | CA | 04/2016 | 05/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2016 | 05/2017 |
| Thrivent Investment Management Inc | Irvine | CA | 05/2017 | Present |
| Thrivent Financial | Appleton | WI | 06/2017 | 08/2017 |
| Thrivent Financial | Appleton | WI | 08/2017 | Present |
HOME RENTAL POSITION: Home owner NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: 4401 Saint Andrews Dr, Chino Hills CA 91709, United States DESCRIPTION: I will do nothing in this role. Property upkeep and any maintenance needs will be performed by an authorized person.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-03 |
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