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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-08-13 |
| OK | RA | APPROVED | 2024-04-01 |
| TX | RA | APPROVED | 2020-11-12 |
| IN | RA | APPROVED | 2020-10-12 |
Branch Locations
105 Bluegrass Commons Blvd, Hendersonville, TN 37075 • United States
Hendersonville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Greenwood | IN | 06/2019 | 07/2020 |
| Giordano's | Indianapolis | IN | 05/2018 | 06/2019 |
| Greenwood Christian Academy | Greenwood | IN | 04/2018 | 03/2019 |
| Austin Peay State University | Clarksville | TN | 08/2017 | 03/2018 |
| Kenosha Kingfish | Kenosha | WI | 05/2017 | 08/2017 |
| Indiana Wesleyan University | Marion | IN | 08/2015 | 05/2017 |
| Thrivent Investment Management Inc | Hendersonville | TN | 07/2020 | Present |
| Thrivent Financial | Appleton | WI | 10/2020 | 12/2020 |
| Thrivent Financial | Appleton | WI | 12/2020 | Present |
OVERFLOW MISSION POSITION: President NATURE: The Non-Profit exists to provide community relief and outreach in a small town called Zimba in the country of Zambia. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/06/2023 ADDRESS: 1882 Kenyon Avenue, Cogan Station PA 17728, United States DESCRIPTION: Provide guidance and wisdom on future growth, use of funds, and purpose driven projects for the organization. TURO CAR RENTAL POSITION: Owner NATURE: Renting out my car on Turo. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2026 ADDRESS: 346 Azalea Circle, Hendersonville TN 37075, United States DESCRIPTION: Renting out my car on Turo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-28 |
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