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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-09-10 |
| OK | RA | APPROVED | 2025-09-04 |
| TX | RA | APPROVED | 2025-08-19 |
Branch Locations
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
Garland, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wheeler Staffing Partners | Plano | TX | 02/2019 | 04/2019 |
| Enterprise Rent-A-Car Enterprise Holdings | Richardson | TX | 02/2017 | 02/2019 |
| Harding University | Searcy | AR | 01/2015 | 12/2016 |
| El Almacen | Searcy | AR | 06/2016 | 12/2016 |
| Burrito Day | Searcy | AR | 06/2016 | 12/2016 |
| Harding University | Searcy | AR | 08/2012 | 12/2016 |
| Fidelity Brokerage Services Llc | Westlake | TX | 07/2019 | 06/2024 |
| Thrivent Investment Management Inc | Minneapolis | MN | 06/2025 | Present |
| Thrivent Financial | Appleton | WI | 06/2025 | Present |
| Farther Finance | Los Colinas | TX | 01/2025 | 03/2025 |
| Good Shepherd Episcopal School | Dallas | TX | 08/2024 | 07/2025 |
BACON ROOFING POSITION: Roof Inspector NATURE: Bacon Roofing provides roofing services for clients around DFW. They assess and repair roofs along with other aspects of the home that may have been damaged by the same event. Those could include painting, fencing, garage door dent repair, etc.. INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 8126 Lakeview Pkwy #13, Rowlett TX 75088, United States DESCRIPTION: Review damage on the clients roof and surrounding property. Provide quotes for repair Work with insurance agencies to collect payment for the repair process. FREELANCE CARPENTRY POSITION: Owner NATURE: I take orders to build custom furniture or other items. This is a self-run business not currently with any business accounts, LLC registrations, Proprietorships, etc.. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 4802 Creekridge Pl., Garland TX 75043, United States DESCRIPTION: Work with clients to create a customized build plan and design. Generate quotes for materials, labor and delivery of the finished product. Take payment for jobs that are completed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-11 |
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