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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-01-13 |
| TX | RA | APPROVED_RES | 2023-07-10 |
| MT | RA | APPROVED | 2021-01-20 |
Branch Locations
322 2Nd Avenue West, Kalispell, MT 59901 • United States
Kalispell, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whitefish Assembly | Whitefish | MT | 05/2009 | 02/2021 |
| National Flood Services | Kalispell | MT | 01/2012 | 02/2021 |
| Thrivent Investment Management Inc | Kalispell | MT | 08/2020 | Present |
| Thrivent Financial | Appleton | WI | 02/2021 | 05/2021 |
| Thrivent Financial | Appleton | WI | 05/2021 | Present |
WHITEFISH ASSEMBLY POSITION: Deacon NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 04/27/2025 ADDRESS: 150 Lamb Lane, Whitefish MT 59937, United States DESCRIPTION: Have been asked to be a deacon at Whitefish Assembly as of April 27, 2025. This role would be church business oriented only, more like a board member. It holds no position of spiritual authority or oversight. TRUCK/TRANSPORT BUSINESS POSITION: Partner/Co-Owner NATURE: Long Haul OTR transportation of goods and commodities. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/05/2026 ADDRESS: N/A, Kalispell MT 59901, United States DESCRIPTION: Silent investor. Occasionally check in on revenue/profit. Make suggestions on increasing profitability.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-18 |
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