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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-05 |
| GA | RA | APPROVED | 2020-02-07 |
Branch Locations
785 King George Blvd Ste 205, Savannah, GA 31419 • United States
Canton, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Covenant College | Lookout Mountain | GA | 05/2014 | 05/2018 |
| Bovis Kyle Burch & Medlin | Atlanta | GA | 05/2018 | 10/2019 |
| Thrivent Investment Management Inc | Savannah | GA | 12/2019 | Present |
| Thrivent Financial | Appleton | WI | 12/2019 | 05/2020 |
| Thrivent Financial | Appleton | WI | 05/2020 | Present |
ROTARY CLUB OF CANTON POSITION: Secretary NATURE: Rotary clubs bring together people across generations who wish to create lasting change in the world, in their communities, and in themselves. Rotary and Rotaract members around the world strengthen their connections to friends and neighbors taking action through service. The clubs focus on service above self, and it is a way for professionals to get involved in the community together. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2024 ADDRESS: 1130 Bluffs Parkway, Canton GA 30114, United States DESCRIPTION: Taking attendance & notes at weekly meetings and board meetings. Circulating new member applications to the board and the club.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-05 |
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