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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Vandalia | OH | 08/2016 | Present |
| Thrivent Financial | Appleton | WI | 08/2016 | 12/2016 |
| Thrivent Financial | Appleton | WI | 12/2016 | Present |
LIFEWISE ACADEMY POSITION: Local Advisory Board member NATURE: Offers non-denominational Bible-based character-education lessons for public school students, during school hours, off of school property, with parental permission. The Governing Board is in Hilliard, OH. We are one of approx. 650 schools that are a part of LifeWise. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 11/08/2023 ADDRESS: PO Box 362, Vandalia OH 45377, United States DESCRIPTION: I will be utilizing my business experience and knowledge of parliamentary procedures to help keep meetings moving forward and results are achieved. I will assist at informational presentations to the public and organizations. I will be a non-voting member of the Advisory Board. (There are NO voting members. Just "advisors") ROTARY CLUB OF VANDALIA POSITION: Co-Chair, Rotary Foundation NATURE: Service Club; Non-profit; INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 08/14/2025 ADDRESS: PO Box 344, Vandalia OH 45377-0344, United States DESCRIPTION: Provide education to Club members on opportunities to donate funds to make the world a better place.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-26 |
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