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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-17 |
| CA | RA | APPROVED | 2022-09-06 |
Branch Locations
320 James Way Ste 250, Pismo Beach, CA 93449 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blakeslee & Blakeslee Inc. | San Luis Obispo | CA | 10/2021 | 03/2022 |
| Primerica | San Luis Obispo | CA | 03/2022 | 05/2022 |
| Farmers Insurance Group | San Luis Obispo | CA | 07/2021 | 10/2021 |
| Vance Wealth | Santa Clarita | CA | 06/2019 | 09/2019 |
| California Polytechnic State University At San Luis Obispo | San Luis Obispo | CA | 09/2017 | 06/2019 |
| None | Santa Clarita | CA | 01/2012 | 09/2017 |
| California Polytechnic State University At San Luis Obispo | San Luis Obispo | CA | 09/2019 | 07/2021 |
| Thrivent Investment Management Inc | Pismo Beach | CA | 05/2022 | Present |
| Thrivent Financial | Appleton | WI | 06/2022 | 01/2023 |
| Thrivent Financial | Appleton | WI | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-02 |
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