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Donald Bradford Williams

Thrivent Investment Management Inc.

Middleburg, FL

CRD 7062161

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Employer firm

Thrivent Investment Management Inc. CRD 18387

$20.8B regulatory AUM 84,100 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Thrivent Investment Management Inc.

600 Portland Avenue South, Minneapolis, MN 55415 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-12-13
  • FL RA
    APPROVED
    Since 2019-12-13

Branch Locations

Middleburg, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Walmart Transportation Llc Bentonville AR 01/2011 02/2019
Thrivent Investment Management Inc Middleburg FL 02/2019 Present
Thrivent Financial Appleton WI 03/2019 07/2019
Thrivent Financial Appleton WI 07/2019 Present
  • 01/2011 → 02/2019
    Walmart Transportation Llc
    Bentonville, AR
  • 02/2019 → Present
    Thrivent Investment Management Inc
    Middleburg, FL
  • 03/2019 → 07/2019
    Thrivent Financial
    Appleton, WI
  • 07/2019 → Present
    Thrivent Financial
    Appleton, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-11
S63 Uniform Securities Agent State Law Examination 2019-05-09
  • S66 Uniform Combined State Law Examination
    2019-12-11
  • S63 Uniform Securities Agent State Law Examination
    2019-05-09
Other Names
  • Donald Bradford Williams

View on SEC IAPD

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