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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-06 |
| CO | RA | APPROVED | 2023-08-09 |
Branch Locations
336 S 10Th St, Montrose, CO 81401 • United States
Montrose, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Montrose | CO | 10/2022 | Present |
| Clubb's Store Company | Delta | CO | 11/2016 | 08/2023 |
| Self | Montrose | CO | 02/2011 | 11/2016 |
| Self | Montrose | CO | 09/2017 | 08/2023 |
| Thrivent Financial | Appleton | WI | 08/2023 | Present |
BOOKKEEPING POSITION: Bookkeeper/self-employed NATURE: Bookkeeping INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2017 ADDRESS: 8953 6085 Rd., Montrose CO 81401, United States DESCRIPTION: entering expense transactionsreconciling bank statementspayrollpreparing sales tax forms, W-2's, etc. CLUBB'S STORE COMPANY POSITION: none NATURE: Retail store INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 20 START DATE: 11/01/2016 ADDRESS: 417 Main Street, Delta CO 81416, United States DESCRIPTION: Assist owner with tasks that include basic data management/bookkeeping pertaining to inventory; some customer communications SAN JUAN CHRISTIAN HOME EDUCATORS POSITION: Board Member NATURE: "The Purpose of SJCHE - We exist to encourage parents in their homeschool journey by: Informing parents of pertinent homeschool legal issues, homeschool current events, seminars, or conferences; Investing in families by providing an atmosphere for exchange of teaching techniques, curriculum information, volunteer-led group activities such as: family and high school socials, educational field trips, sports, and senior graduation; Exalting the Lord Jesus Christ as we represent His Name in our homes and in the community." INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 63752 Ranger Rd., Montrose CO 81403, United States DESCRIPTION: I will attend meetings. Typical business items include activities for the group - high school social activities, family activities. I have been asked to serve on the board primarily for the purpose of establishing connections with alumni since our family was a part of this group in the past and I have knowledge of how the group functioned in the past. VALLEY SYMPHONY ASSOCIATION POSITION: Board Member NATURE: The Valley Symphony Association is a 501c3 nonprofit organization of volunteer musicians and administrators who plan and deliver musical concerts for the benefit of Western Colorado communities. Approximately twelve concert events are held each year. The concert season typically runs from September through April. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 02/09/2026 ADDRESS: PO Box 3144, Montrose CO 81402, United States DESCRIPTION: 1) Attendance at Board meetings and participation in general VSA oversight and governance activities, 2) assistance on ad hoc Board task teams to help plan and execute each season of music, 3) assistance at concert events (lobby setup, oversight of volunteers, serving as a Board representative to help answer guest questions, etc.)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-08 |
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