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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-19 |
| KS | RA | APPROVED | 2025-11-18 |
| OK | RA | APPROVED | 2022-11-10 |
| TX | RA | APPROVED | 2022-08-03 |
| IA | RA | APPROVED | 2021-03-04 |
Branch Locations
477 South 3Rd Street, Geneva, IL 60134 • United States
908 6Th Ave, De Witt, IA 52742 • United States
7400 College Blvd, Overland Park, KS 66210 • United States
3349 Southgate Ct Sw, Cedar Rapids, IA 52404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St. Ambrose University | Davenport | IA | 07/2015 | 07/2017 |
| Graceland University | Lamoni | IA | 07/2017 | 01/2019 |
| United States Army Reserves | Des Moines | IA | 01/2019 | 04/2020 |
| Graceland University | Lamoni | IA | 04/2020 | 01/2021 |
| Thrivent Investment Management Inc | Cedar Rapids | IA | 11/2020 | Present |
| Thrivent Financial | Appleton | WI | 12/2020 | 05/2021 |
| Thrivent Financial | Appleton | WI | 05/2021 | Present |
UNITED STATES ARMY RESERVES POSITION: Platoon Leader NATURE: Military service INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 4 START DATE: 04/13/2018 ADDRESS: 6535 Caffee Rd, Des Moines IA 50315, United States DESCRIPTION: Oversee all activities that happen within the platoon to support the execution of the mission and meet the Commander's intent. GRACELAND UNIVERSITY ALUMNI BOARD OF DIRECTORS POSITION: Board Member NATURE: To support and advocate on behalf of Graceland University and connect current Graceland students and alumni. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 1 University Pl, Lamoni IA 50140, United States DESCRIPTION: Serve on the GU4U and Fundraising and Awards committees.In these roles I raise funds for the excellence in teaching award and alumni programs.I facilitate events to connect students and alumni.I help with GU4U social media.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-03 |
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