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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-05-11 |
| TX | RA | APPROVED_RES | 2026-04-30 |
| TN | RA | APPROVED | 2024-05-31 |
Branch Locations
4900 Centennial Blvd Suite 204, Nashville, TN 37209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors | Franklin | TN | 04/2015 | 05/2018 |
| Regions Bank | Nashville | TN | 06/2018 | 12/2021 |
| Cetera Investment Advisers Llc | Nashville | TN | 07/2018 | 12/2021 |
| Cetera Investment Services Llc | St. Cloud | MN | 07/2018 | 12/2021 |
| Cuna Brokerage Services, Inc | Waverly | IA | 12/2021 | 05/2022 |
| Evansville Teachers Fcu | Franklin | TN | 12/2021 | 01/2024 |
| Unemployed | Nashville | TN | 05/2018 | 06/2018 |
| Lpl Financial Llc | Franklin | TN | 05/2022 | 02/2024 |
| Unemployed | Brentwood | TN | 01/2024 | 06/2024 |
| Thrivent Investment Management Inc | Minneapolis | MN | 05/2024 | Present |
| Thrivent Financial | Appleton | WI | 06/2024 | 10/2024 |
| Thrivent Financial | Appleton | WI | 10/2024 | Present |
EQUITABLE HOLDINGS, INC. POSITION: (Former) Financial Consultant NATURE: Financial Services and Insurance Company INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/16/2018 ADDRESS: 1345 Avenue of the Americas, New York NY 10105, United States DESCRIPTION: Receive trail commissions on prior sales. No longer servicing or selling products directly with Equitable?.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-23 |
| S66 | Uniform Combined State Law Examination | 2010-07-19 |
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