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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-03-05 |
| OK | RA | APPROVED | 2025-02-28 |
| TX | RA | APPROVED | 2025-02-28 |
| PA | RA | APPROVED | 2025-02-26 |
Branch Locations
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Student | Souderton | PA | 10/2012 | 08/2018 |
| Ambassador Advisors, Llc | Lancaster | PA | 05/2022 | 03/2023 |
| American Portfolios Financial Services Inc | Lancaster | PA | 05/2022 | 03/2023 |
| Securities America, Inc. | Gap | PA | 03/2023 | 12/2023 |
| Securities America Advisors | Gap | PA | 11/2023 | 12/2023 |
| Thrivent Investment Management Inc | Minneapolis | MN | 01/2025 | Present |
| Thrivent Financial | Appleton | WI | 01/2025 | Present |
| Grove City College | Grove City | PA | 08/2018 | 05/2022 |
| Cambridge Wilkinson | New York | NY | 07/2021 | 11/2021 |
| Bare Wealth Advisors | Gap | PA | 03/2023 | 01/2025 |
PLAY YARD POSITION: Co-Founder NATURE: A mobile game app for kids. The goal is to create a game that is low stimulation but entertaining. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 06/22/2026 ADDRESS: 23 S 7th St, Quakertown PA 18951, United States DESCRIPTION: Helping my wife create the app with the help of family and friends. We are taking a group effort approach to share the work for creating the app.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-25 |
| S65 | Uniform Investment Adviser Law Examination | 2023-11-13 |
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