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125 Wolf Road Suite 509, Albany, NY 12205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Albany | NY | 03/2014 | 07/2024 |
| Thrivent Investment Management Inc. | Albany | NY | 06/2021 | 07/2024 |
| Blue Jean Financial Llc | Albany | NY | 07/2024 | Present |
1) Licensed insurance agent; not investment-related; 125 Wolf Road, Suite 509, Albany, NY, 12205; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-23 |
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