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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-14 |
| NC | RA | APPROVED | 2026-05-05 |
Branch Locations
14045 Ballantyne Corporate Dr, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Charlotte | NC | 12/2025 | Present |
| Wealth Domination University | Charlotte | NC | 01/2022 | 12/2025 |
| Dodge Construction, Inc | Austin | TX | 02/2022 | 08/2025 |
| Tetratech | Austin | TX | 07/2019 | 02/2022 |
| Internet Service Corporations | Charlotte | NC | 04/2019 | 07/2019 |
| Adidas Warehouse | Spartanburg | SC | 05/2018 | 04/2019 |
| Bmw | Spartanburg | SC | 10/2017 | 05/2018 |
| South Carolina State University | Orangeburg | SC | 05/2013 | 10/2017 |
| Thrivent Financial | Appleton | WI | 01/2026 | 06/2026 |
| Thrivent Financial | Appleton | WI | 06/2026 | Present |
NATIONAL ENDOWMENT OF FINANCIAL WELLNESS POSITION: Founder and Volunteer Board Chair NATURE: NEFW is a 501(c)(3) charitable organization established prior to my registration as an Investment Adviser Representative. The organization provides educational programs focused on financial literacy, economic empowerment, and community development for underserved communities. Educational content is delivered by qualified non-securities educators and does not include investment advice, securities recommendations, financial planning services, or business development services. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 3 START DATE: 02/02/2026 ADDRESS: 2304 Ridgemont Ave, Charlotte NC 28208, United States DESCRIPTION: My responsibilities will be to provide volunteer board governance, strategic oversight, and mission stewardship for the nonprofit organization. Responsibilities include participation in board meetings, policy oversight, program review, educator selection oversight, and organizational planning. I receive no compensation, do not have authority over organizational bank accounts, do not manage investments, do not provide educational instruction, and do not solicit advisory clients on behalf of the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-04 |
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