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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-09-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James Madison University | Harrisonburg | VA | 06/2005 | 11/2021 |
| Stay At Home Mom | Harrisonburg | VA | 11/2021 | 02/2022 |
| Thrivent Investment Management Inc | Harrisonburg | VA | 02/2022 | Present |
| Thrivent Financial | Appleton | WI | 04/2022 | 12/2023 |
| Thrivent Financial | Appleton | WI | 12/2023 | Present |
HARRISONBURG EDUCATION FOUNDATION POSITION: Board Member NATURE: Harrisonburg Education Foundation enhances connections between our community and Harrisonburg City Public Schools to support engaging learning experiences, educator appreciation, and student scholarships. The purpose of this board is to be an ambassador to the community for the Education Foundation to attend events (sip and learns, Halloween activity on the square, teacher appreciation, etc.) and to offer ideas and feedback to generate awareness and interest in the foundations work. They meet monthly for an hour in the following months: August - May and you serve on a committee based and meet as needed. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/11/2025 ADDRESS: 1 Court Square, Harrisonburg VA 22802, United States DESCRIPTION: Be an ambassador to the community for HEF. Brainstorm ways to enhance the student, staff, and teach experience in the Harrisonburg City Schools. Attend events SHENANDOAH VALLEY CHILDREN'S CHOIR BOARD POSITION: Board Member NATURE: SVCC nurtures young people by developing excellent musicianship, creating artistic choral performances, and fostering meaningful relationships.The Board assists SVCC staff in fulfilling its mission.The Board monitors andevaluates programs, gives voice to underserved segments of the community, supports fundraising efforts, and brings issuesof community or parent concern to the attention of the SVCC staff.? INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/30/2022 ADDRESS: 1111 College Ave, Harrisonburg VA 22802, United States DESCRIPTION: - Determine policies and priorities for the organization (in consultation with the staff) -Provide leadership, advice, and direction.- Serve and actively particpate on committees MUHLENBERG CHURCH TREASURER POSITION: Treasurer NATURE: Muhlenberg is an ELCA Lutheran Church committed to being wellspring of God's grace. I a member and serve as the Treasurer as a non-voting member of council. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2022 ADDRESS: 281 East Market St, Harrisonburg VA 22801, United States DESCRIPTION: I manage and present the budget to the congregation. I co-sign checks with a MLC Trustee. Work with MLC Ministry Committees to understand their financial needs, keep the Church Council abreast of the financial picture, present the annual Ministry Spending Plan to the congregation, and prepare and present the annual Ministry Spending Plan Review. Serve as a non-voting member of council and serve on executive committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-16 |
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