Best Investors Account Sign in
Current Employers
Thrivent Investment Management Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-02-01
WI RA APPROVED 2021-01-07
  • TX RA
    APPROVED_RES
    Since 2024-02-01
  • WI RA
    APPROVED
    Since 2021-01-07

Branch Locations

2225 Cranston Road, Beloit, WI 53511 • United States

Beloit, WI • 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
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
  • 07/1996 → 02/2021
    Beloit College
    Beloit, WI
  • 09/2019 → Present
    Beloit, WI
  • 03/2021 → 05/2021
    Thrivent Financial
    Appleton, WI
  • 05/2021 → Present
    Thrivent Financial
    Appleton, WI
Other Businesses

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.)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-06
  • S66 Uniform Combined State Law Examination
    2021-01-06
Other Names
  • Jonathan E Urish
  • Jon Elliott Urish

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Beloit, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor