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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-04 |
Branch Locations
3309 Slaughter Lane West, Austin, TX 78748 • United States
715 Discovery Boulevard, Cedar Park, TX 78613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schwab Ret. Plan Svcs, Inc. | Austin | TX | 07/2016 | 02/2024 |
| Thrivent Investment Management Inc | Austin | TX | 10/2024 | Present |
| Unemployed | Austin | TX | 03/2024 | 09/2024 |
| Thrivent Financial | Appleton | WI | 10/2024 | 04/2025 |
| Thrivent Financial | Appleton | WI | 04/2025 | Present |
REDEEMER LUTHERAN CHURCH POSITION: Elder NATURE: I am an Elder at the church I attend. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 06/30/2024 ADDRESS: 1500 W Anderson Ln, Austin TX 78757, United States DESCRIPTION: Helping the pastors of the church.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-01 |
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