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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Edge Wealth Management, Llc | Rosemont | IL | 03/2016 | 06/2021 |
| Lincoln Financial Advisors | Chicago | IL | 10/2021 | 11/2022 |
| Lincoln Financial Advisors | Chicago | IL | 06/2021 | 09/2021 |
| Thrivent Investment Management Inc. | Chicago | IL | 05/2023 | Present |
| Unemployed | Chicago | IL | 11/2022 | 05/2023 |
| Thrivent Financial | Appleton | WI | 05/2023 | 10/2023 |
| Thrivent Financial | Appleton | WI | 10/2023 | 03/2025 |
| Thrivent Financial | Minneapolis | MN | 03/2025 | Present |
LUTHERAN SOCIAL SERVICES OF ILLINOIS FOUNDATION POSITION: board member NATURE: LSSI is one of the largest nonprofit, statewide social services providers in Illinois. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/02/2025 ADDRESS: 1001 E Touhy, Des Plaines IL 60018, United States DESCRIPTION: Attend semi-annual meetings and provide oversight of the foundation's mission and vision
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-03-30 |
| S65 | Uniform Investment Adviser Law Examination | 2016-02-18 |
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