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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-12-14 |
| AL | RA | APPROVED | 2021-10-05 |
Branch Locations
3100 Lorna Rd, Birmingham, AL 35216 • United States
Plain City, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Columbia | SC | 09/2014 | 08/2017 |
| Raymond James Financial Services, Inc | Florence | SC | 09/2017 | 10/2019 |
| Raymond James Financial Services Advisors Inc. | Florence | SC | 09/2017 | 10/2019 |
| Unemployed | Birmingham | AL | 10/2019 | 10/2021 |
| Thrivent Investment Management Inc | Birminhgam | AL | 10/2021 | Present |
DEPP ELEMENTARY PTO BOARD POSITION: Secretary NATURE: The Depp Elementary PTO Board strives to enhance the educational experience, foster communication and build a strong school community. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 08/11/2025 ADDRESS: 9001 Gardenia Dr, Plain City OH 43064, United States DESCRIPTION: Advertise Events and Activities on the school's social media, Maintain PTO Records, Coordinate & publish weekly & quarterly newsletters
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-11-29 |
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