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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sentry Insurance | Stevens Point | WI | 11/2017 | 09/2020 |
| Sentry Insurance | Stevens Point | WI | 05/2014 | 11/2017 |
| Thrivent Investment Management Inc | Stevens Point | WI | 09/2020 | Present |
| Thrivent Financial | Appleton | WI | 09/2020 | 11/2020 |
| Thrivent Financial | Appleton | WI | 11/2020 | Present |
WOODLANDS CHURCH POSITION: Elder NATURE: I am a member of the board of elders at Woodlands Church. We go through issues and make decisions with the pastoral staff. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2020 ADDRESS: 190 Hoover Ave, Plover WI 54467, United States DESCRIPTION: Give input on how to handle situations that arise. Occasionally vote on various topics.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-04 |
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