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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-04-30 |
| OH | RA | APPROVED | 2026-04-29 |
Branch Locations
600 Portland Avenue South, Minneapolis, MN 55415 • United States
Avon Lake, OH • United States
600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-05-05 |
| OH | RA | APPROVED | 2025-05-01 |
Branch Locations
600 Portland Ave S, Minneapolis, MN 55415 • United States
Avon Lake, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heim, Young & Associates, Inc. | Springfield | MO | 07/2016 | 10/2018 |
| Pruco Securities, Llc. | Newark | NJ | 10/2018 | 12/2024 |
| Thrivent Financial | Appleton | WI | 04/2025 | Present |
| Thrivent Investment Management Inc | Minneapolis | MN | 04/2025 | Present |
| Unemployed | Avon Lake | OH | 12/2024 | 04/2025 |
| The Prudential Insurance Company Of America | Independence | OH | 10/2018 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-10 |
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