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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-11-10 |
| OK | RA | APPROVED | 2025-11-10 |
| TX | RA | APPROVED | 2025-11-04 |
| CA | RA | APPROVED | 2025-10-16 |
Branch Locations
San Francisco, CA • United States
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Covington | KY | 06/2016 | 07/2024 |
| Thrivent Investment Management Inv | Minneapolis | MN | 09/2025 | Present |
| Thrivent Financial | Appleton | WI | 09/2025 | Present |
| Extended Travel | San Francisco | CA | 07/2024 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-31 |
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