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Current Employers
Thrivent Investment Management Inc.

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2026-05-13
PA RA APPROVED 2026-03-20
  • DC RA
    APPROVED
    Since 2026-05-13
  • PA RA
    APPROVED
    Since 2026-03-20

Branch Locations

851 Duportail Road, Chesterbrook, PA 19087 • United States

Philadelphia, PA • 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
Thrivent Financial Appleton WI 05/2026 Present
Medallia Inc. San Mateo CA 02/2014 05/2019
Morgan Stanley Smith Barney Llc Menlo Park CA 07/2019 09/2019
Morgan Stanley Menlo Park CA 09/2019 11/2019
Morgan Stanley Private Bank, N.A. New York NY 09/2019 11/2019
Thrivent Investment Management Inc Chesterbrook PA 01/2026 Present
Revenue Collective Inc. (Dba Pavilion) New York NY 08/2021 05/2023
Deel As (Plantingspace Ag) Oslo 11/2024 07/2025
Deel Inc (Plantingspace Ag) Philadelphia PA 07/2025 01/2026
Intapp Inc. Palo Alto CA 12/2019 12/2020
Asiedu Consulting Oslo 07/2023 10/2024
Unemployed New York NY 01/2021 07/2021
Thrivent Financial Appleton WI 02/2026 05/2026
  • 05/2026 → Present
    Thrivent Financial
    Appleton , WI
  • 02/2014 → 05/2019
    Medallia Inc.
    San Mateo, CA
  • 07/2019 → 09/2019
    Morgan Stanley Smith Barney Llc
    Menlo Park, CA
  • 09/2019 → 11/2019
    Menlo Park, CA
  • 09/2019 → 11/2019
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 01/2026 → Present
    Chesterbrook, PA
  • 08/2021 → 05/2023
    Revenue Collective Inc. (Dba Pavilion)
    New York, NY
  • 11/2024 → 07/2025
    Deel As (Plantingspace Ag)
    Oslo
  • 07/2025 → 01/2026
    Deel Inc (Plantingspace Ag)
    Philadelphia, PA
  • 12/2019 → 12/2020
    Intapp Inc.
    Palo Alto, CA
  • 07/2023 → 10/2024
    Asiedu Consulting
    Oslo
  • 01/2021 → 07/2021
    Unemployed
    New York, NY
  • 02/2026 → 05/2026
    Thrivent Financial
    Appleton, WI
Previous Registrations
Other Businesses

ATLAS LEADERSHIP LLC POSITION: Co-founder NATURE: Atlas Leadership is a consulting firm focused on executive advisory, organizational transformation, and leadership development. Atlas leadership works with clients. Atlas Leadership was founded with the mission of helping senior leaders and organizations navigate complex change, build resilient cultures and achieve sustained performance through evidence-based leadership development. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/10/2025 ADDRESS: 1913 Webster St, Philadelphia PA 19146, United States DESCRIPTION: As Co-founder I provide strategic guidance and direction for the organization.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-03-19
S65 Uniform Investment Adviser Law Examination 2024-10-22
S66 Uniform Combined State Law Examination 2019-08-22
  • S63 Uniform Securities Agent State Law Examination
    2026-03-19
  • S65 Uniform Investment Adviser Law Examination
    2024-10-22
  • S66 Uniform Combined State Law Examination
    2019-08-22

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