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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-05-07 |
Branch Locations
600 Portland Ave S, Minneapolis, MN 55415 • United States
Minneapolis, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Investments, Llc | Arden Hills | MN | 11/2015 | 01/2020 |
| Morgan Stanley Smith Barney Llc | Minneapolis | MN | 11/2019 | 02/2020 |
| Morgan Stanley Smith Barney Llc | Minneapolis | MN | 02/2020 | 04/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2020 | 04/2021 |
| Thrivent Investment Management Inc | Minneapolis | MN | 05/2021 | Present |
| Thrivent Financial | Appleton | WI | 05/2021 | Present |
YMCA CAMP WIDJIWAGAN COMMUNITY COUNCIL POSITION: Community Council Director NATURE: Non-fiduciary community council responsible for advising, advocating and fundraising for Widjiwagan and YMCA of the North. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 651 Nicollett Mall, Suite 500, Minneapolis MN 55402, United States DESCRIPTION: Attend council meetings and annual retreat at Widjiwagan. Participate in fundraising by calling and emailing potential donors. Share personal and professional expertise to help Widjiwagan accomplish its mission.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-19 |
| S65 | Uniform Investment Adviser Law Examination | 2016-03-28 |
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