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Current Employers
Thrivent Investment Management Inc.

600 Portland Avenue South, Minneapolis, MN 55415 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-04-29
TX RA APPROVED_RES 2013-02-07
CA RA APPROVED 2004-01-29
  • OK RA
    APPROVED
    Since 2025-04-29
  • TX RA
    APPROVED_RES
    Since 2013-02-07
  • CA RA
    APPROVED
    Since 2004-01-29

Branch Locations

450 S Melrose, Vista, CA 92081 • United States

Oceanside, CA • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Thrivent Investment Management Inc Oceanside CA 07/2002 Present
Thrivent Financial For Lutherans Appleton WI 07/2002 Present
Other Businesses

VALERIE AND I ARE NOW RENTING OUR FORMER RESIDENCE AT 358 SOLANO BAY, OCEANSIDE, CA 92057, USING UTOPIA MANAGEMENT AS OUR PROPERTY MANAGER. THE RENTAL AGREEMENT TOOK EFFECT 8/23/13, AND WE ARE NOT INVOLVED IN THE MANAGEMENT OF THE PROPERTY. NET RENTAL INCOME--AFTER FEES--IS APPROX EQUAL TO OUR PITI PAYMENT, SO THERE IS ALMOST NO PASSIVE INCOME FROM THIS PROPERTY. I WILL NOT BE SPENDING ANY TIME DURING NORMAL BUSINESS HOURS TO SERVICE THIS PROPERTY. RENTAL PROPERTY - CHULA VISTA POSITION: Passive Income NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008 ADDRESS: 1273 Finch Pl, Chula Vista CA 91911 DESCRIPTION: Spouse inherited home and rented it out. Have a property manager to manage the property. SAN DIEGO ADULT BASEBALL LEAGUE CHARITY 4 KIDS POSITION: Secretary NATURE: San Diego Adult Baseball League Charity for Kids is a new 501c3 to help provide adult baseball for more than 80 teams with 1000 players ages 18-75.The SDABL has been run by Mike Micheli since 1985, and just became a 501c3, and added a charitable component.The mission is to continue managing the adult baseball league, and to provide sports equipment, and perhaps baseball camps or events for local kids in underpriveleged areas in San Diego. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2021 ADDRESS: 11956 Bernardo Plaza Dr, San Diego CA 92128, United States DESCRIPTION: As Secretary, I'll be taking minutes at quarterly meetings, and helping coordinate 2-3 charitable/volunteer activities per year. I already play in the SDABL, and I'm helping to launch this new nonprofit along with the founder of the SD Adult Baseball League, and two other key board members. Becoming a nonprofit helps the League save money of field usage, and reduce other costs.The volunteer activities will be centered around equipment collection drives for local Little Leagues and underprivileged areas.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-06-23
S63 Uniform Securities Agent State Law Examination 1992-10-16
  • S66 Uniform Combined State Law Examination
    2003-06-23
  • S63 Uniform Securities Agent State Law Examination
    1992-10-16
Other Names
  • Jeffrey Crane

View on SEC IAPD

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