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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-10 |
| MN | RA | APPROVED | 2025-12-03 |
Branch Locations
701 Xenia Ave. S. Suite 550, Golden Valley, MN 55416 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Golden Valley | MN | 09/2025 | Present |
| A To Z Tax Advisors | Golden Valley | MN | 02/2025 | 08/2025 |
| Everest Financial Group | Golden Valley | MN | 08/2020 | 01/2025 |
| Uber Technologies | Minneapolis | MN | 04/2016 | 08/2020 |
| Self Employed | Golden Valley | MN | 09/2015 | 08/2020 |
| Thrivent Financial | Appleton | WI | 09/2025 | 01/2026 |
| Thrivent Financial | Appleton | WI | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-02 |
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