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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-09 |
| MO | RA | APPROVED | 2022-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Springfield | MO | 06/2016 | 05/2022 |
| Thrivent Financial | Appleton | WI | 09/2016 | 05/2022 |
| Edward Jones | St. Louis | MO | 05/2022 | Present |
"NEW COVENANT ACADEMY POSITION: School board member NATURE: Its a private Christian school covering grades K-12 with approximately 640 students. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/10/2019 ADDRESS: 3304 S. Cox Ave., Springfield MO 65807, United States DESCRIPTION: I am one of nine board members that meet monthly to discuss operations, school attendance, maintenance and improvement projects."
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-25 |
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