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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-04-23 |
| OK | RA | APPROVED | 2026-04-16 |
| TX | RA | APPROVED | 2026-04-16 |
| TN | RA | APPROVED | 2026-04-10 |
Branch Locations
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
Tellico Plains, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amerilife Of Clearwater | Clearwater | FL | 12/2017 | 04/2023 |
| Forthright Capital Advisory | Las Vegas | NV | 04/2025 | 01/2026 |
| Common Cents Wealth Advisors | Sweetwater | TN | 05/2023 | 12/2024 |
| Forthright Capital Partners | Las Vegas | NV | 04/2025 | 01/2026 |
| My Therapeutic Massage | Clearwater Beach | FL | 03/2015 | 03/2018 |
| Wells Fargo Bank | Clearwater Beach | FL | 01/2017 | 12/2017 |
| Thrivent Investment Management Inc. | Minneapolis | MN | 01/2026 | Present |
| Thrivent Financial | Appleton | WI | 01/2026 | Present |
| Symmetry Financial | Tellico Plains | TN | 12/2024 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-08 |
| S65 | Uniform Investment Adviser Law Examination | 2023-08-11 |
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