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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-01-28 |
| OK | RA | APPROVED | 2026-01-28 |
| TX | RA | APPROVED_RES | 2026-01-26 |
| OH | RA | APPROVED | 2026-01-17 |
Branch Locations
Franklin Furnace, OH • United States
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Huntington | WV | 07/2019 | 10/2020 |
| Enterprise Holdings | Scott Depot | WV | 06/2012 | 07/2019 |
| University Of Rio Grande | Rio Grande | OH | 06/2017 | 05/2019 |
| Bank Of America, N.A. | Huntington | WV | 09/2019 | 10/2020 |
| Edward Jones | Point Pleasant | WV | 12/2020 | 01/2021 |
| Evans Wealth Management | Gallipolis | OH | 01/2021 | 10/2023 |
| Unemployed | Gallipolis | OH | 12/2020 | 01/2021 |
| Lpl Financial | Wheelersburg | OH | 10/2023 | 08/2025 |
| Gateway Wealth Partners, Llc | Wheelersburg | OH | 08/2025 | 08/2025 |
| Thrivent Investment Management Inc | Minneapolis | MN | 01/2026 | Present |
| Thrivent Financial | Appleton | WI | 01/2026 | Present |
| Unemployed | Franklin Furnace | OH | 08/2025 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-27 |
| S66 | Uniform Combined State Law Examination | 2019-11-01 |
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