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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-03-28 |
Branch Locations
600 Portland Avenue South, Minneapolis, MN 55415 • United States
214 Senate Avenue Suite 100, Camp Hill, PA 17011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifeguide Financial Advisors | Mechanicsburg | PA | 10/2019 | 12/2019 |
| Messiah College | Mechanicsburg | PA | 08/2016 | 12/2019 |
| Messiah College | Mechanicsburg | PA | 08/2018 | 12/2019 |
| Parker's Garage & Oyster Saloon | Beach Haven | NJ | 05/2017 | 08/2018 |
| Thrivent Financial | Camp Hill | PA | 02/2020 | 12/2020 |
| Thrivent Investment Management Inc | Camp Hill | PA | 08/2020 | 03/2022 |
| Thrivent Financial | Appleton | WI | 12/2020 | 03/2022 |
| Thrivent Advisor Network, Llc | Camp Hill | PA | 03/2022 | Present |
| Thrivent Investment Management Inc | Minneapolis | MN | 06/2024 | Present |
FIXED INSURANCE SALES POSITION: Insurance Producer NATURE: Selling/Servicing fixed insurance contract(s). INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/30/2022 ADDRESS: 214 Senate Avenue, Suite 100, Camp Hill PA 17011, United States DESCRIPTION: Selling/Servicing fixed insurance contract(s) THRIVENT ADVISOR NETWORK, LLC DBA ADVENT PARTNERS POSITION: TAN Associate Financial Advisor NATURE: Affiliated Retail Investment Advisory Firm INVESTMENT RELATED: No NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 144 START DATE: 03/31/2022 ADDRESS: 214 Senate Avenue, Suite 100, Camp Hill PA 17011, United States DESCRIPTION: Provide investment advisory services to retail clients
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-02 |
| S66 | Uniform Combined State Law Examination | 2020-10-13 |
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