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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-10-30 |
| OK | RA | APPROVED | 2023-10-30 |
| TX | RA | APPROVED_RES | 2023-10-27 |
| CO | RA | APPROVED | 2023-10-12 |
Branch Locations
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
Colorado Springs, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Colorado Springs | CO | 06/2018 | 10/2018 |
| Unco Dining Services | Greeley | CO | 10/2016 | 12/2017 |
| University Of Northern Colorado | Greeley | CO | 08/2016 | 12/2017 |
| Unemployed | Unemployed | CO | 01/2018 | 06/2018 |
| Thrivent Investment Management Inc | Colorado Springs | CO | 02/2019 | 04/2023 |
| Unemployed | Colorado Springs | CO | 10/2018 | 02/2019 |
| Thrivent Financial | Appleton | WI | 02/2019 | 06/2019 |
| Thrivent Financial | Appleton | WI | 06/2019 | 04/2023 |
| Transamerica Investors Securities Corporation | Colorado Springs | CO | 05/2023 | 10/2023 |
| Transamerica Life Insurance Company | Colorado Springs | CO | 05/2023 | 10/2023 |
| Thrivent Financial | Appleton | WI | 10/2023 | Present |
| Thrivent Investment Management Inc | Minneapolis | MN | 10/2023 | Present |
HOMESTEAD MESA HOA POSITION: HOA board member NATURE: HOA board INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2024 ADDRESS: 3733 Homestead Mesa hts, Colorado Springs CO 80917, United States DESCRIPTION: I am a member on the HOA board. The role will have no financial responsibilities. Update - I am planning on leaving the board at the end of 2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-05 |
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