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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-01-23 |
| OK | RA | APPROVED | 2023-01-18 |
| TX | RA | APPROVED | 2023-01-18 |
| CA | RA | APPROVED | 2023-01-12 |
Branch Locations
203 N. Brea Blvd, Brea, CA 92821 • United States
Diamond Bar, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Fidelity | Oklahoma City | OK | 09/2020 | 08/2022 |
| Randstad Holdin | El Segundo | CA | 11/2019 | 08/2020 |
| Enterprise Holdin | Los Angeles | CA | 04/2014 | 09/2019 |
| Thrivent Financial | Appleton | WI | 10/2022 | 02/2026 |
| Thrivent Investment Management Inc | Brea | CA | 10/2022 | Present |
| Thrivent Financial | Appleton | WI | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-13 |
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