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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-06-09 |
| OK | RA | APPROVED | 2026-06-04 |
| TX | RA | APPROVED | 2026-06-04 |
| OH | RA | APPROVED | 2026-05-27 |
Branch Locations
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
Hartville, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Beachwood | OH | 05/2020 | 02/2026 |
| Riley's Painting & Contracting | South Euclid | OH | 08/2018 | 05/2020 |
| Metker's Ech | Hartville | OH | 01/2017 | 08/2018 |
| Unemployed/Highschool | Hartville | OH | 01/2014 | 01/2017 |
| Bankers Life Advisory Services, Inc | Beachwood | OH | 03/2025 | 02/2026 |
| 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 | 2026-05-22 |
| S65 | Uniform Investment Adviser Law Examination | 2025-08-14 |
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