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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-05-13 |
| PA | RA | APPROVED | 2026-03-20 |
Branch Locations
851 Duportail Road, Chesterbrook, PA 19087 • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| 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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