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Current Employers
Thrivent Investment Management Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-17
CT RA APPROVED 2024-08-19
  • TX RA
    APPROVED
    Since 2024-12-17
  • CT RA
    APPROVED
    Since 2024-08-19

Branch Locations

9 Elm St, Vernon, CT 06066 • United States

Southington, CT • 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
Td Private Client Wealth Llc Cherry Hill NJ 03/2019 05/2021
Td Bank N.A. Bensalem PA 02/2016 01/2019
Td Bank N.A. Cherry Hill NJ 01/2019 05/2021
Rbc Capital Markets, Llc Farmington CT 05/2021 11/2023
Thrivent Investment Management Inc. Vernon CT 08/2024 Present
Voya Financial Partners, Llc Windsor CT 11/2023 08/2024
Thrivent Financial Appleton WI 09/2024 01/2025
Thrivent Financial Appleton WI 01/2025 Present
  • 03/2019 → 05/2021
    Td Private Client Wealth Llc
    Cherry Hill, NJ
  • 02/2016 → 01/2019
    Td Bank N.A.
    Bensalem, PA
  • 01/2019 → 05/2021
    Td Bank N.A.
    Cherry Hill, NJ
  • 05/2021 → 11/2023
    Farmington, CT
  • 08/2024 → Present
    Vernon, CT
  • 11/2023 → 08/2024
    Voya Financial Partners, Llc
    Windsor, CT
  • 09/2024 → 01/2025
    Thrivent Financial
    Appleton, WI
  • 01/2025 → Present
    Thrivent Financial
    Appleton, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-28
  • S66 Uniform Combined State Law Examination
    2022-01-28
Other Names
  • Jake Christopher Meza-Hernandez
  • Jake Meza

View on SEC IAPD

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