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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-22 |
| FL | RA | APPROVED | 2025-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Sebastian | FL | 08/2014 | 11/2016 |
| Pnc Investments | Sebastian | FL | 08/2014 | 11/2016 |
| Allstate Insurance Company | Largo | FL | 09/2017 | 05/2019 |
| Unemployed | Merritt Island | FL | 11/2016 | 09/2017 |
| Wealth Designers Llc Dba The Private Wealth Management Group | Merritt Island | FL | 04/2013 | 08/2020 |
| Prosperity Doctors Llc Dba The Private Wealth Management Group | Merritt Island | FL | 08/2020 | 07/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2019 | 09/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2019 | 09/2020 |
| Prosperity Doctors Llc Dba The Insurance Store Of Florida | Merritt Island | FL | 05/2020 | 07/2025 |
| Prosperity Doctors Llc Dba The Retirement Planning Doctors | Merritt Island | FL | 04/2020 | 07/2025 |
| California Lutheran University | Thousand Oaks | CA | 03/2019 | 11/2025 |
| The Federal Savings Bank | Chicago | IL | 06/2020 | 06/2021 |
| National Financial Group | Atlanta | GA | 09/2019 | 09/2020 |
| Prosperity Doctors Llc | Merritt Island | FL | 08/2017 | 07/2025 |
| Great Point Capital, Llc | Chicago | IL | 08/2021 | 02/2023 |
| One Sotheby's International Realty | Melbourne | FL | 07/2022 | 07/2025 |
| Thrivent Investment Management Inc | Minneapolis | MN | 08/2025 | Present |
| Thrivent Financial | Appleton | WI | 08/2025 | Present |
| The American College Of Financial Services | King Of Prussia | PA | 02/2020 | 07/2025 |
| The American College Of Financial Services | King Of Prussia | PA | 12/2015 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-28 |
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