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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-11-30 |
| TX | RA | APPROVED_RES | 2023-11-27 |
| OK | RA | APPROVED | 2023-11-20 |
| CA | RA | APPROVED | 2023-11-14 |
Branch Locations
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade | Corte Madera | CA | 07/2016 | 06/2019 |
| E*Trade Securities Llc | San Diego | CA | 06/2019 | 07/2023 |
| E*Trade Capital Management, Llc | San Diego | CA | 06/2019 | 07/2023 |
| Morgan Stanley | San Diego | CA | 03/2023 | 07/2023 |
| Unemployed | San Diego | CA | 07/2023 | 11/2023 |
| Thrivent Investment Management Inc. | Minneapolis | MN | 11/2023 | Present |
| Thrivent Financial | Appleton | WI | 11/2023 | Present |
GRILLSIMPLY.COM POSITION: Owner NATURE: Grillsimply.com is an established blog website that has articles and content related to grilling and smoking. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/12/2023 ADDRESS: 8516 Highwood Drive, San Diego CA 92119, United States DESCRIPTION: Grilling and smoking meats is a pastime and hobby of mine. Grillsimply.com is an established blog that only requires maintenance and upkeep. It requires about 1 hour a week of my time on the weekends.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-02 |
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