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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-07-13 |
| OK | RA | APPROVED | 2026-07-07 |
| TX | RA | APPROVED | 2026-07-07 |
| FL | RA | APPROVED | 2026-07-01 |
Branch Locations
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
Orlando, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Orlando | FL | 09/2024 | 04/2026 |
| University Of Central Florida | Orlando | FL | 01/2019 | 07/2022 |
| University Of Central Florida | Orlando | FL | 08/2018 | 12/2024 |
| University Of Miami Miller School Of Medicine | Miami | FL | 08/2012 | 05/2017 |
| Unemployed | Orlando | FL | 06/2017 | 07/2018 |
| Trinity Wealth Securities, Llc | Orlando | FL | 02/2025 | 04/2026 |
| Thrivent Investment Management Inc | Minneapolis | MN | 04/2026 | Present |
| Thrivent Financial | Appleton | WI | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-26 |
| S65 | Uniform Investment Adviser Law Examination | 2024-08-16 |
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