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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-11-15 |
| OK | RA | APPROVED | 2023-03-13 |
| TX | RA | APPROVED | 2021-10-25 |
Branch Locations
1575 Sawdust Road, The Woodlands, TX 77380 • United States
Houston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Houston | TX | 02/2019 | 03/2019 |
| Alight Solutions | The Woodlands | TX | 03/2007 | 01/2019 |
| Thrivent Investment Management Inc | The Woodlands | TX | 03/2019 | Present |
| Thrivent Financial | Appleton | WI | 04/2019 | 09/2019 |
| Thrivent Financial | Appleton | WI | 09/2019 | Present |
HOUSTON ASSOCIATION OF PANAMANIANS (HAP) POSITION: Board Member NATURE: HAP exists to support higher education, charitable organizations and disseminate information about the people and culture of Panama. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: P.O. Box 941835, Houston TX 77094, United States DESCRIPTION: add input on upcoming events and lend time to volunteering JOURNEY WITH JANNA POSITION: Owner/CEO NATURE: This business entails sharing my personal story of overcoming life challenges through my walk with God. I will also do business consulting, public speaking, and business planning. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 14515 Wunderlich Dr., unit 1407, Houston TX 77069, United States DESCRIPTION: Engaging with business owners, faith based organization to share my story of triumph. Helping business owner grow and develop through leadership coaching, consulting and mentoring.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-05 |
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