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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-01 |
| WI | RA | APPROVED | 2021-01-07 |
Branch Locations
2225 Cranston Road, Beloit, WI 53511 • United States
Beloit, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beloit College | Beloit | WI | 07/1996 | 02/2021 |
| Thrivent Investment Management Inc | Beloit | WI | 09/2019 | Present |
| Thrivent Financial | Appleton | WI | 03/2021 | 05/2021 |
| Thrivent Financial | Appleton | WI | 05/2021 | Present |
CITY OF BELOIT ELECTIONS POSITION: Election official NATURE: Work as election official at local polling site. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2020 ADDRESS: 100 State St, Beloit WI 53511, United States DESCRIPTION: Work to facilitate smooth election day activities. Check-in voters, issue ballots, sanitize equipment. BOARD - FRIENDS OF RIVERFRONT POSITION: General board member NATURE: Organizes events that are designed to bring life to the RiverFront. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/25/2021 ADDRESS: 1003 Pleasant St, Beloit WI 53511, United States DESCRIPTION: Primary responsibilities of the board are to: 1. Spread the word about events; 2. provide high level governanceand attend quarterly meetings; 3. provide financial oversight and support the Exec. Dir. in development the annual budget; and 4. help ensure adequate resources but seeking support and introducing possible funders to the organization and its executivedirector. RESIDENTIAL RENTAL PROPERTY POSITION: Owner NATURE: We have two pieces of rental real estate. We are 50/50 owners on a duplex (637/639 Harrison Ave, Beloit, WI) with my parents (Rob & Karen Urish) and we are sole owners of a single family rental (917 Woodward Ave). Neither of these properties is organized under an LLC/S-Corp, etc. They are simply reported on Schedule E of our personal tax return. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/11/2001 ADDRESS: 2609 Austin Pl, Beloit WI 53511, United States DESCRIPTION: Maintenance, dealing with tenants, managing books. THE CATAPULT FOUNDATION POSITION: Director NATURE: Providing resources to under-resourced kids & young adults to gain data fluency and become proficient knowledge workers in the future economy. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2026 ADDRESS: 16357 E Aberdeen Ave, Centennial CO 80016, United States DESCRIPTION: Organizational oversight, budget approval, mission guidance. WELTY ENVIRONMENTAL CENTER POSITION: Board Member NATURE: The Welty Environmental Center offers year-round educational programs for all ages.The center is a place where both children and adults can gain hands-on encounters with biological, physical, and chemical elements of nature. It provides a challenge to its users to relate concepts of the natural and social sciences and humanities to environmental, ecological, and related social concerns. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/22/2026 ADDRESS: 1201 Big Hill Court Suite 1, Beloit WI 53511, United States DESCRIPTION: Actively promote the mission of the Welty center, contributing ideas and expertise. Attend and evaluate occasional programs and participate in discussions/decisions relevant to the board (e.g., policies, staff evaluations.)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-06 |
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