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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-09-13 |
| OK | RA | APPROVED | 2024-09-05 |
| TX | RA | APPROVED_RES | 2024-09-03 |
| UT | RA | APPROVED | 2024-08-22 |
Branch Locations
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
Murray, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisers, Llc | Newport Beach | CA | 04/2020 | 06/2023 |
| Primary & Secondary Education | Multiple | PA | 09/2003 | 05/2019 |
| Unemployed | Salt Lake City | UT | 05/2019 | 09/2019 |
| Goldman Sachs Via Searchgrouppartners | Salt Lake City | UT | 09/2019 | 01/2020 |
| Morgan Stanley | Salt Lake City | UT | 01/2020 | 04/2020 |
| Sand Hill Global Advisors, Llc | Palo Alto | CA | 07/2023 | 05/2024 |
| Thrivent Investment Management Inc | Minneapolis | MN | 08/2024 | Present |
| Thrivent Financial | Appleton | WI | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-02-07 |
| S65 | Uniform Investment Adviser Law Examination | 2021-01-15 |
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