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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-02-20 |
| OK | RA | APPROVED | 2025-02-13 |
| TX | RA | APPROVED | 2025-02-13 |
| NC | RA | APPROVED | 2025-01-30 |
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Charlotte | NC | 07/2021 | 06/2023 |
| Digital Intelligence Systems Llc / Dexian Disys | Mclean | VA | 07/2021 | 11/2021 |
| Varsity Tutors | Raleigh | NC | 05/2018 | 08/2021 |
| North Carolina State University | Raleigh | NC | 08/2016 | 05/2021 |
| Chick-Fil-A | Charlotte | NC | 08/2018 | 11/2018 |
| North Carolina State University | Raleigh | NC | 01/2020 | 07/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 09/2023 | 04/2024 |
| Tiaa | Charlotte | NC | 09/2023 | 04/2024 |
| Unemployed | Charlotte | NC | 06/2023 | 09/2023 |
| Unemployed | Charlotte | NC | 05/2021 | 07/2021 |
| Wells Fargo Na | Charlotte | NC | 07/2021 | 06/2023 |
| Thrivent Financial | Appleton | WI | 01/2025 | Present |
| Thrivent Investment Management Inc | Minneapolis | MN | 01/2025 | Present |
| Ashford Advisors | Charlotte | NC | 04/2024 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-05 |
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