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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-10 |
| DC | RA | APPROVED | 2026-04-30 |
| PA | RA | APPROVED | 2024-01-30 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coatesville Area School District | Thorndale | PA | 08/2007 | 08/2023 |
| Primerica Financial Services | Duluth | GA | 03/2019 | 06/2023 |
| Thrivent Investment Management Inc | Exton | PA | 07/2023 | Present |
| Thrivent Financial | Appleton | WI | 08/2023 | 06/2024 |
| Thrivent Financial | Appleton | WI | 06/2024 | Present |
SUBSTITUTE TEACHER SERVICE POSITION: substitute teacher NATURE: substitute teacher service for local k-12 schools INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 11/01/2023 ADDRESS: 2901 Dutton Mill Road, Aston PA 19014, United States DESCRIPTION: substitute teaching in k-12 classrooms
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-26 |
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