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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-08-30 |
| OK | RA | APPROVED | 2023-08-28 |
| TX | RA | APPROVED_RES | 2023-08-25 |
| PA | RA | APPROVED | 2023-08-16 |
Branch Locations
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
Mars, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | St. Louis | MO | 08/2015 | 03/2018 |
| Morningstar Investment Services | Chicago | IL | 05/2018 | 11/2019 |
| Avantax Investment Services | Chicago | IL | 11/2019 | 01/2021 |
| Scottrade Investment Management | St Louis | MO | 01/2017 | 03/2018 |
| Avantax Advisory Services | Chicago | IL | 11/2019 | 01/2021 |
| Unemployed | Chicago | IL | 03/2018 | 04/2018 |
| Zacks Investment Management | Chicago | IL | 01/2021 | 07/2021 |
| Unemployed | Pittsburgh | PA | 07/2021 | 09/2021 |
| Facet Wealth | Pittsburgh | PA | 09/2021 | 01/2023 |
| Unemployed | Pittsburgh | PA | 01/2023 | 07/2023 |
| Thrivent Investment Management Inc | Minneapolis | MN | 07/2023 | Present |
| Thrivent Financial | Appleton | WI | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-14 |
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