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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-10-09 |
Branch Locations
Monticello, IA • United States
600 Portland Ave S, Minneapolis, MN 55415 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2019 | 05/2023 |
| Fidelity Bank & Trust | Anamosa | IA | 07/2011 | 09/2019 |
| Beachbody | Monticello | IA | 07/2017 | 01/2020 |
| Facet | Baltimore | MD | 05/2023 | 07/2024 |
| Unemployed | Monticello | IA | 07/2024 | 10/2024 |
| Thrivent Investment Management Inc | Minneapolis | MN | 10/2024 | Present |
| Thrivent Financial | Appleton | WI | 10/2024 | Present |
WYOMING FAIR ASSOCIATION POSITION: Board member NATURE: The Wyoming Fair is an annual event in Wyoming, Iowa. It features several livestock shows, a parade, tractor pull, kids events, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2012 ADDRESS: 409 Green Street, Wyoming IA 52362, United States DESCRIPTION: Attend monthly meetings. Help coordinate the beef show and bucket bottle show. Volunteer at the fair. The annual meeting was held September 11, 2025 and I resigned as Treasurer. BEEF CATTLE POSITION: Co-owner NATURE: Our family has a small herd of Miniature Hereford, Maine-Anjou and Angus cattle. We annually sell calves and cull cows as needed. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2016 ADDRESS: 17785 County Road D62, Monticello IA 52310, United States DESCRIPTION: Daily chores, overseeing the health and care of cattle.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-22 |
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