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1003 Se 14Th St. Ste 15, Bentonville, AR 72712 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2023-12-14 |
| TX | RA | APPROVED | 2023-12-01 |
Branch Locations
1003 Se 14Th St. Ste 15, Bentonville, AR 72712 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Bay Regional Center | Santa Rosa | CA | 08/2007 | 05/2021 |
| Thrivent Investment Management Inc | Colorado Springs | CO | 05/2021 | 11/2023 |
| Thrivent Financial | Appleton | WI | 06/2021 | 11/2021 |
| Thrivent Financial | Appleton | WI | 11/2021 | 11/2023 |
| Family Legacy Planning | Bentonville | AR | 12/2023 | Present |
1) INSURANCE AGENT - 7/2021 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 50% OF TIME IS SPENT ON INSURANCE BUSINESS. 1003 SE 14TH ST., SUITE 15, BENTONVILLE, AR 72712.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-02 |
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