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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-04 |
| TX | RA | APPROVED | 2021-07-28 |
Branch Locations
407 N Parsons Ave, Brandon, FL 33510 • United States
Wesley Chapel, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 11/2019 | 06/2021 |
| Big Financial Services Llc | Tampa | FL | 03/2019 | 06/2021 |
| Qb Construction | Wesley Chapel | FL | 01/2016 | 06/2021 |
| Thrivent Investment Management Inc | Wesley Chapel | FL | 06/2021 | Present |
| Thrivent Financial | Appleton | WI | 06/2021 | 09/2021 |
| Thrivent Financial | Appleton | WI | 09/2021 | Present |
QB CONSTRUCTION LLC POSITION: President NATURE: New Construction and Remodels INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/23/2014 ADDRESS: 7137 Quail Hollow Blvd, Wesley Chapel FL 33544, United States DESCRIPTION: Project Management for construction
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-06-19 |
| S65 | Uniform Investment Adviser Law Examination | 2019-10-02 |
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