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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-06-25 |
Branch Locations
622 Progress Ave, Waterloo, IA 50701 • United States
Waterloo, IA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Waterloo | IA | 10/2019 | 11/2022 |
| Wells Fargo Bank, Na | Waterloo | IA | 09/2016 | 11/2022 |
| Subway | Winter Park | CO | 01/2016 | 09/2018 |
| Thrivent Investment Management Inc. | Waterloo | IA | 11/2022 | Present |
| Thrivent Financial | Appleton | WI | 11/2022 | 05/2023 |
| Thrivent Financial | Appleton | WI | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-03 |
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