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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-19 |
| TX | RA | APPROVED | 2026-06-19 |
Branch Locations
1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Downers Grove | IL | 03/2025 | 05/2026 |
| Pnc Bank Na | Naperville | IL | 11/2013 | 09/2017 |
| Bank Of America | Chicago | IL | 09/2017 | 12/2024 |
| Thrivent Financial | Appleton | WI | 05/2025 | 08/2025 |
| Thrivent Financial | Appleton | WI | 08/2025 | 05/2026 |
| Fidelity Investments | Schaumburg | IL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-05 |
| S65 | Uniform Investment Adviser Law Examination | 2024-12-30 |
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