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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-06-02 |
Branch Locations
15117 Main St Ste 207A, Mill Creek, WA 98012 • United States
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Mill Creek | WA | 02/2006 | 06/2020 |
| Thrivent Financial For Lutherans | Appleton | WI | 02/2006 | 06/2020 |
| Thrivent Advisor Network, Llc | Mill Creek | WA | 06/2020 | 06/2025 |
| Purshe Kaplan Sterling Investments, Inc. | Mill Creek | WA | 06/2020 | 06/2024 |
| Thrivent Investment Management Inc | Minneapolis | MN | 06/2024 | 06/2025 |
| Alongside, Llc | Austin | TX | 06/2025 | Present |
| Oakwood Capital Securities, Inc. | Minneapolis | MN | 06/2025 | 06/2025 |
FIXED INSURANCE SALES POSITION: Insurance Producer NATURE: Selling/servicing fixed insurance contract(s) INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/01/2020 ADDRESS: 15117 Main Street Suite 207A, Mill Creek WA 98012, United States DESCRIPTION: Selling/service fixed insurance contract(s) PLEE, LLC POSITION: Owner NATURE: LLC is established for the expenses for Inflection Wealth Management business INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2018 AD 15117 Main Street Suite 207A, Mill Creek WA 98012, United States DESCRIPTION: Payroll Management of personnel
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-01 |
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