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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-07 |
| FL | RA | APPROVED | 2025-01-23 |
Branch Locations
10730 Lincoln Hwy, Van Wert, OH 45891 • United States
15146 County Road M1, Napoleon, OH 43545 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Wendy's Company | Plant City | FL | 01/2017 | 02/2017 |
| H&R Block, Inc | Gainesville | FL | 02/2021 | 04/2021 |
| University Of Florida | Gainesville | FL | 01/2018 | 02/2020 |
| University Of Florida | Gainesville | FL | 02/2017 | 01/2018 |
| Fidelity Investments | Jacksonville | FL | 08/2021 | 04/2023 |
| Plant City High School | Plant City | FL | 08/2014 | 05/2017 |
| University Of Florida | Gainesville | FL | 08/2017 | 08/2021 |
| Lpl Financial Llc | Jacksonville | FL | 04/2023 | 11/2024 |
| Thrivent Investment Management Inc | Napoleon | OH | 12/2024 | Present |
| Thrivent Financial | Appleton | WI | 12/2024 | Present |
RENTAL PROPERTY POSITION: Landlord NATURE: It is a rental property in Jacksonville, FL in which I receive rental income from a current tenant that is leasing the property. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/06/2024 ADDRESS: 5481 Brentview Ct, Jacksonville FL 32210, United States DESCRIPTION: I maintain the property, collect rent, and ensure that the tenants are following the terms of the lease agreement.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-25 |
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