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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Radley Staffing | Stafford | TX | 03/2016 | 09/2017 |
| Thrivent Investment Management Inc | Houston | TX | 08/2016 | 08/2018 |
| Thrivent Financial | Appleton | WI | 09/2017 | 11/2017 |
| Thrivent Financial | Appleton | WA | 11/2017 | 08/2018 |
| Cetera Investment Services Llc | St Cloud | MN | 09/2018 | Present |
| Cetera Investment Advisers Llc | Bryan | TX | 09/2019 | Present |
1)TWELVE BASEBALL ACADEMY. COACHING 4-5 HRS WK. 2)VICE PRESIDENT AT FUNDAMENTAL WEALTH ADVISORS; 3)DBA FOR CETERA BUSINESS; 4)BOARD CHAIR AT BETHEL LUTHERAN CHURCH PRESCHOOL; 5)CONDUCT MONTHLY BOARD MEETINGS, REVIEW BUDGEST, PRESENT TO CHURCH COUNCIL, ADDRESS PROBLEMS OR CONCERNS OF PRESCHOOL; 1 HR/WK; 6)BOARD MEMBER AT COLLEGE STATION EDUCATION FOUNDATION; 7)VOLUNTEER WITH VARIOUS TAKS IN HELPING RAISE MONEY FOR THE FOUNDATION AND WORKING WITH OTHER BOARD MEMBERS TO ORGANIZE EVENTS; 1 HR/WK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-25 |
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