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Current Employers
Thrivent Investment Management Inc.

600 Portland Avenue South, Minneapolis, MN 55415 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-04-16
  • SC RA
    APPROVED
    Since 2025-04-16

Branch Locations

153 South Oakland Avenue, Rock Hill, SC 29730 • United States

Central, SC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Welcome Table Rock Hill SC 09/2018 04/2025
Pinnacle Leadership Associates Chapin SC 06/2013 04/2025
New York Life Insurance Co. Charlotte NC 02/2020 03/2025
Nylife Securities Llc Charlotte NC 06/2020 03/2025
Eagle Strategies Llc Charlotte NC 01/2023 03/2025
Thrivent Investment Management Inc Rock Hill SC 04/2025 Present
Thrivent Financial Appleton WI 04/2025 06/2025
Thrivent Financial Appleton WI 06/2025 Present
  • 09/2018 → 04/2025
    The Welcome Table
    Rock Hill, SC
  • 06/2013 → 04/2025
    Pinnacle Leadership Associates
    Chapin, SC
  • 02/2020 → 03/2025
    New York Life Insurance Co.
    Charlotte, NC
  • 06/2020 → 03/2025
    Nylife Securities Llc
    Charlotte, NC
  • 01/2023 → 03/2025
    Charlotte, NC
  • 04/2025 → Present
    Rock Hill, SC
  • 04/2025 → 06/2025
    Thrivent Financial
    Appleton, WI
  • 06/2025 → Present
    Thrivent Financial
    Appleton, WI
Previous Registrations
Other Businesses

THE WELCOME TABLE POSITION: Pastor / Servant-Leader NATURE: The Welcome Table is a local Christian (non-denominational) congregation serving the Rock Hill community. It meets for weekly worship and missional engagement opportunities. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 05/06/2018 ADDRESS: PO Box 4653, Rock Hill SC 29732, United States DESCRIPTION: I serve as a volunteer pastor and servant-leader at The Welcome Table, a congregation I helped to form in 2018. I am not paid for this role and have no financial authority in the organization. FAMILY PROMISE OF YORK COUNTY POSITION: Board Member NATURE: A comprehensive and compassionate ministry providing meals, shelter, and case management to homeless families in York County, SC through a community network of congregations and individuals. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 404 E. Main Street, Rock Hill SC 29730, United States DESCRIPTION: I serve on the board for Family Promise, which meets monthly to offer direction and guidance to the Executive Director and other employees, to coordinate events, and expand the ministries network in the community. PINNACLE LEADERSHIP ASSOCIATES POSITION: Coach / Consultant NATURE: Pinnacle provides coaching, consulting, and training to pastors and churches, helping them to discover and pursue God's mission in the world. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 06/01/2012 ADDRESS: 574 Foxstone Drive, Chapin SC 29036, United States DESCRIPTION: Through Pinnacle, I work with churches in time-specific consulting engagements around interim/transitions, mission/strategy, and conflict resolution. I also offer one-on-one coaching and serve as faculty in our church consultant training academy.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-12
S63 Uniform Securities Agent State Law Examination 2020-08-11
  • S65 Uniform Investment Adviser Law Examination
    2022-12-12
  • S63 Uniform Securities Agent State Law Examination
    2020-08-11

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