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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2020-08-25 |
| TX | RA | APPROVED | 2020-08-25 |
| ID | RA | APPROVED | 2020-06-16 |
Branch Locations
409 S Jackson, Moscow, ID 83843 • United States
Hilton Head Island, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Covenant Investment Advisors, Llc | Moscow | ID | 12/2008 | 03/2020 |
| Thrivent Investment Management Inc | Moscow | ID | 05/2020 | Present |
| Thrivent Financial | Appleton | WI | 07/2020 | 08/2020 |
| Thrivent Financial | Appleton | WI | 08/2020 | Present |
DAVENANT INSTITUTE POSITION: Board Member NATURE: Davenant is a 501 (c)3 whose mission is to retrieve the riches of classical Protestantism in order to renew and build up the contempory church. We publish books, provide in person and online courses at the college through graduate school level, and run a small conference center in the South Carolina mountains. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2022 ADDRESS: PO Box 358, Landrum SC 83843, United States DESCRIPTION: I attend Board meetings quarterly and committee meetings on an as needed basis. LAKEHOUSE AIRBNB POSITION: Co-owner with spouse NATURE: My wife and I plan to do short term vacation rental (generally weekend) of our lakehouse. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: 2170 W Bellerive Ln, Coeur D'alene ID 83814, United States DESCRIPTION: Short term lakehouse rental - getting permission from city, posting and calendar management on Airbnb and other sites, keeping it clean and presentable. SHERWOOD DUNES LLC BEACH HOUSE AIRBNB POSITION: Owner NATURE: Rental real estate - short term rentals. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/28/2024 ADDRESS: 13 Lawton Dr. #101, Hilton Head Island SC 29928, United States DESCRIPTION: Hiring and supervising Rental Company, paying mortgage, maintaining property and decor SHERWOOD RIVERSTONE LLC POSITION: Co-owner with spouse NATURE: Updated to reflect the form that the approved rental has taken - as Sherwood Riverstone LLC named above instead of earlier generic name Lakehouse - Airbnb rental. LLC is a 100% owned by Broadus Littlejohn and Lizabeth Littlejohn Living Trust dated Nov. 21, 2019 and is a pass through entity for tax purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2026 ADDRESS: 2170 W Bellerive Ln, Coeur D'alene ID 83814, United States DESCRIPTION: Short term lakehouse rental - getting permission from city, posting and calendar management on Airbnb and other sites, keeping it clean and presentable. SHERWOOD SHORES POSITION: Owner NATURE: 2nd home property being rented via short term rental the majority of the year. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/22/2025 ADDRESS: 42 N Sea Pines Dr., Hilton Head Island SC 29928, United States DESCRIPTION: Coordinating with local short-term rental company and as well as the maintenance and decor of the property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-15 |
| S65 | Uniform Investment Adviser Law Examination | 2008-10-29 |
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