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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-18 |
| MN | RA | APPROVED | 2024-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ridgeview | Waconia | MN | 08/2005 | 08/2024 |
| Thrivent | Minneapolis | MN | 09/2021 | 08/2024 |
| Leclair Group | St. Paul | MN | 11/2021 | 08/2024 |
| Thrivent Investment Management Inc | Waconia | MN | 06/2023 | Present |
| Thrivent Financial | Appleton | WI | 08/2024 | Present |
RIDGEVIEW POSITION: Athletic Trainer NATURE: Ridgeview is a regional hospital offering primary, urgent and specialty care services to the communities they serve. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/05/2005 ADDRESS: 500 S Maple St, Waconia MN 55387, United States DESCRIPTION: Provide emergency care and first aid, as well as injury prevention, evaluation, treatment and rehabilitation to athletes and patients as an athletic trainer in Ridgeview's sports medicine department. WACONIA BASKETBALL BOOSTER CLUB POSITION: Board member NATURE: Fundraising for high school basketball programs. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: PO Box 441, Waconia MN 55387, United States DESCRIPTION: Help organize fundraising efforts and events for high basketball program. WACONIA CROSS COUNTRY AND TRACK & FIELD BOOSTER CLUB POSITION: President NATURE: Fundraising to support Waconia High School Cross Country and Track & Field athletic programs. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/05/2026 ADDRESS: 1650 Community Drive, Waconia MN 55387, United States DESCRIPTION: Collaborate with other booster club board members, coaches, school administrators and families on fundraising efforts to support the Waconia High School XC and Track programs. As president, I am the point of contact for the booster club and hold regular meetings with those stated above. We have a Treasurer on the board who is in charge of all fundraising funds and movement of those funds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-29 |
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