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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nanny | Mead | CO | 01/2015 | 03/2017 |
| Agfinity | Mead | CO | 03/2017 | 10/2020 |
| Welzig Heating And Air | Longmont | CO | 08/2018 | 12/2018 |
| Frcc | Longmont | CO | 01/2019 | 08/2020 |
| University Of Northern Co | Greeley | CO | 08/2020 | 08/2021 |
| Lighthouse Storage | Mead | CO | 12/2020 | 08/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2021 | 05/2023 |
| Northwestern Mutual (Mila Wealth Management) | Minneapolis | MN | 01/2024 | 10/2024 |
| Csu Global | Aurora | CO | 08/2021 | 05/2022 |
| Northwestern Mutual (Renee Cohen) | Los Angeles | CA | 06/2023 | 11/2023 |
| Together Financial Group - Thrivent Financial | Loveland | CO | 01/2025 | 11/2025 |
| Agfinity Inc | Mead | CO | 03/2017 | 08/2018 |
| Thrivent Investment Management Inc | Minneapolis | MN | 03/2025 | Present |
| Together Financial Group - Thrivent Financial | Loveland | CO | 11/2025 | Present |
CLEAR RIVER CONSULTING POSITION: Independent Contractor NATURE: I am independently contracted with Clear River Consulting (Taylor Johnson clearriver.projects@gmail.com) to help assemble needed requirements for clean energy initiatives to be pursued and executed for the company's clients. The company provides resources and help accessing funds and completing projects for communities in need of clean water, safety from chemical hazards, fire protection, sanitary waste removal etc. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 5603 Fleur De Lis ln, Timnath CO 80547, United States DESCRIPTION: The scope of my projects includes individual tasks such as organizing periodic reporting requirements on in progress projects, making sure budgeting lines up with reasonable cost estimates for new projects, creating outlines for time spent completing projects, and other administrative tasks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-31 |
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