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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-01 |
| TN | RA | APPROVED | 2022-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2019 | 03/2020 |
| Lens Rentals | Memphis | TN | 06/2016 | 05/2018 |
| University Of Memphis | Memphis | TN | 06/2013 | 12/2017 |
| Self Employed | Memphis | TN | 05/2017 | 10/2019 |
| Thrivent Investment Management Inc | Memphis | TN | 06/2020 | Present |
| Thrivent Financial | Appleton | WI | 06/2020 | 10/2020 |
| Thrivent Financial | Appleton | WI | 10/2020 | Present |
CHILDREN'S ADVOCACY CENTER POSITION: Board Member NATURE: The Children's Advocacy Center of Hamilton County's (CAC) mission is to provide a path to healing and justice for child victims of abuse and their nonoffending caregivers and educate the community to prevent abuse. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/24/2025 ADDRESS: 5705 Uptain Rd, Chattanooga TN 37411, United States DESCRIPTION: I would be a standard board member with voting power for organization's budget and new members. I would not have the power to access any of the organizations funds. YOUTUBE CHANNEL POSITION: YouTube Channel Owner NATURE: The YouTube channel focuses on the complexities of Bourbon and Tequila during their distilling process. The videos will educate on how geographic location can impact prices and quality of the product on the shelf. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/28/2025 ADDRESS: 1772 Stones Rest Cir, Chattanooga TN 37421, United States DESCRIPTION: I have a YouTube channel that focuses on educating individuals of the nuances of bourbon and tequila. There are not any financial topics discussed or financial advice given. The channel has reached a milestone to become monetized.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-06 |
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