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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-06-12 |
| OK | RA | APPROVED | 2025-06-10 |
| TX | RA | APPROVED | 2025-06-10 |
| UT | RA | APPROVED | 2025-05-08 |
Branch Locations
West Jordan, UT • United States
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 02/2015 | 06/2016 |
| E*Trade Capital Management Llc | Sandy | UT | 02/2015 | 06/2016 |
| E*Trade Securities Llc | Sandy | UT | 06/2016 | 07/2020 |
| E*Trade Capital Management Llc | Sandy | UT | 06/2016 | 07/2020 |
| E*Trade Securities Llc | Sandy | UT | 07/2020 | 01/2023 |
| E*Trade Capital Management, Llc | Sandy | UT | 07/2020 | 01/2023 |
| Morgan Stanley | Sandy | UT | 01/2023 | 02/2025 |
| Morgan Stanley | Sandy | UT | 09/2023 | 02/2025 |
| Thrivent Financial | Appleton | WI | 05/2025 | Present |
| Thrivent Investment Management Inc | Minneapolis | MN | 05/2025 | Present |
THE CHURCH OF JESUS CHRIST OF LADDER DAY SAINTS POSITION: Elders Quorum President NATURE: The Church of Jesus Christ of Latter Day Saint is a Christian Church with a lay ministry. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 02/09/2025 ADDRESS: 7265 S 2700 W, West Jordan UT 84084, United States DESCRIPTION: The I am the President of the Elders Quorum of my local congregation. I am responsible for directing the ministering effort to all of the families in my congregation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-30 |
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