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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-08-14 |
Branch Locations
600 Portland Ave S, Minneapolis, MN 55415 • United States
Denver, CO • United States
Breckenridge, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Littleton | CO | 11/2020 | 07/2025 |
| Colorado Christian University | Lakewood | CO | 08/2014 | 05/2018 |
| First Bank | Lakewood | CO | 06/2018 | 07/2019 |
| Copper Mountain Ski Area | Frisco | CO | 07/2019 | 11/2020 |
| First Bank | Lakewood | CO | 05/2017 | 06/2018 |
| Thrivent Investment Management Inc. | Minneapolis | MN | 08/2025 | Present |
| Thrivent Financial | Appleton | WI | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-29 |
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