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Fresno, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New England Sheet Metal | Fresno | CA | 12/2007 | 06/2019 |
| Thrivent Investment Management Inc | Scottsdale | AZ | 08/2019 | 11/2019 |
| Thrivent Financial | Appleton | WI | 08/2019 | 11/2019 |
| Copper & Friant Llc | Fresno | CA | 08/2004 | Present |
| Thrivent Investment Management Inc | Scottsdale | AZ | 12/2020 | 10/2021 |
| Quiring General, Llc | Fresno | CA | 04/2021 | 08/2024 |
| Fresno Pacific University | Fresno | CA | 09/2019 | 11/2024 |
| Thrivent Investment Management Inc | Minneapolis | MN | 09/2024 | 11/2025 |
| Thrivent Financial | Appleton | WI | 11/2024 | 11/2025 |
| Artizan Wealth Llc | Fresno | CA | 12/2025 | Present |
| Artizan Wealth Management Llc | Fresno | CA | 03/2026 | Present |
ARTIZAN WEALTH, LLC POSITION: Co-Founder & Principal Consultant NATURE: Provide consulting services to businesses seeking temporary assistance in the restructuring of their accounting/finance department. Services may include fulfilling department management duties on an interim basis, helping with the placement and onboarding of permanent personnel, and/or completing short-term projects. INVESTMENT RELATED: No NUMBER OF HOURS: 10 - 30 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: 581 E Chesapeake Circle, Fresno CA 93730, United States DESCRIPTION: Complete a needs assessment to identify deficiencies in personnel, structure or procedures. Recommend appropriate steps to fill voids and/or restructure, offering to implement remedies on a project-basis. Fulfillment would be performed by me, or another subject matter expert that I assign and client approves. COPPER & FRIANT, LLC POSITION: Principal Consultant NATURE: Provide consulting services to businesses seeking temporary assistance in the restructuring of their accounting/finance department. Services may include fulfilling department management duties on an interim basis, helping with the placement and onboarding of permanent personnel, and/or completing short-term projects. INVESTMENT RELATED: No NUMBER OF HOURS: LESS THAN OR EQUAL TO 5 HOURS PER WEEK SECURITIES TRADING HOURS: 0 START DATE: 08/01/2004 ADDRESS: 581 E Chesapeake Circle, Fresno CA 93730, United States DESCRIPTION: Complete a needs assessment to identify deficiencies in personnel, structure or procedures. Recommend appropriate steps to fill voids and/or restructure, offering to implement remedies on a project-basis. Fulfillment would be performed by me, or another subject matter expert that I assign and client approves. FRESNO CHAFFEE ZOO FINANCE COMMITTEE POSITION: Public Member at Large NATURE: The committee oversees the financial performance of the Fresno Chaffee Zoo ("Zoo"), and amend/approve/reject any proposals seeking final approval from the Zoo's Board of Directors. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/08/2021 ADDRESS: 1250 W Olive Avenue, Fresno CA 93728, United States DESCRIPTION: I am the sole "Public" voting member on the committee, representing the general public of Fresno County taxpayers whose funds support the Zoo and Measure Z. I attend regular meetings (usually quarterly), review/analyze financial reports and proposals that have a financial impact on the Zoo. Then I cast my vote to approve or reject any items to be presented to the Zoo's Board of Directors for final approval.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-31 |
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