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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 01/2019 | 10/2020 |
| Unemployed | Pensacola | FL | 08/2018 | 01/2019 |
| Aran Institute Of Reggio Emilia | Youngin | 07/2017 | 07/2018 | |
| Unemployed | Chubbuck | ID | 01/2017 | 07/2017 |
| Holiday Inn | Pocatello | ID | 05/2015 | 12/2016 |
| Robinhood Financial, Llc | Southlake | TX | 11/2020 | 08/2022 |
| Robinhood Markets, Inc | Southlake | TX | 11/2020 | 10/2022 |
| Tiaa | Denver | CO | 05/2023 | 09/2023 |
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 10/2023 | 03/2024 |
| Unemployed | Denver | CO | 11/2022 | 04/2023 |
| Thrivent Investment Management Inc. | Minneapolis | MN | 02/2025 | Present |
| Thrivent Financial | Appleton | WI | 02/2025 | Present |
| Axos Advisors | Centennial | CO | 01/2025 | 01/2025 |
| Unemployed | Golden | CO | 03/2024 | 12/2024 |
| Target | Lakewood | CO | 12/2024 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-23 |
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