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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-10 |
| TX | RA | APPROVED | 2023-09-27 |
| AZ | RA | APPROVED | 2023-09-25 |
Branch Locations
6263 N Scottsdale Rd Suite 140, Scottsdale, AZ 85250 • United States
Tempe, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Scottsdale | AZ | 08/2020 | 09/2023 |
| Arizona State University | Tempe | AZ | 08/2019 | 06/2020 |
| Northwestern Mutual | Gilbert | AZ | 11/2018 | 10/2019 |
| Arizona State University | Tempe | AZ | 08/2017 | 01/2019 |
| Icu Medical | San Jose | CA | 05/2017 | 08/2017 |
| Arizona State University | Tempe | AZ | 08/2016 | 05/2017 |
| Thrivent Financial | Scottsdale | AZ | 08/2020 | 09/2023 |
| Thrivent Financial | Scottsdale | AZ | 12/2020 | 09/2023 |
| Mml Investors Services, Llc | Scottsdale | AZ | 09/2023 | Present |
| Massmutual Life Insurance Co | Scottsdale | AZ | 09/2023 | Present |
NAME: THESAUROS WEALTH MANAGEMENT LLC INV REL: Y ADD: RESIDENTIAL NATURE: PASS THROUGH ENTITY FOR BUSINESS EXPENSE POSITION: MANAGING MEMBER START DATE: 12/01/2023 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 0 DUTIES: MANAGE THE BOOKS AND RECORDS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-07 |
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