Best Investors Account Sign in
Current Employers
Thrivent Investment Management Inc.

600 Portland Avenue South, Minneapolis, MN 55415 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-07-10
PA RA APPROVED 2013-12-16
  • TX RA
    APPROVED_RES
    Since 2017-07-10
  • PA RA
    APPROVED
    Since 2013-12-16

Branch Locations

2510 Township Line Rd, Havertown, PA 19083 • United States

2500 E High St, Pottstown, PA 19464 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thrivent Investment Management Inc Havertown PA 10/2013 Present
Thrivent Financial For Lutherans Appleton WI 03/2014 Present
Other Businesses

HAVERTOWN MINISTERIUM POSITION: Treasurer NATURE: The Havertown Ministerium consists of 12 local clergy and religious leaders. We discuss things going on in the community and put together community events. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 06/29/2016 ADDRESS: 120 East Eagle Road, Havertown PA 19083 DESCRIPTION: As Treasurer, I am responsibel for keeping the checkbook($600). There are really no responsiblities with the exception of making sure the 2 people who have access to the checking account have checks. TEMPLE UNIVERSITY POSITION: Adjunct Professor NATURE: Adjunct Professor teaching undergraduate students about general/personal finance. The course is prepared for me. No mention of Thrivent will take place. Name of course is Investing for the Future INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 09/10/2018 ADDRESS: 1801 N Broad St, Philadelphia PA 19122, United States DESCRIPTION: Teach students, grade papers GHELARDI HOLDINGS LLC POSITION: Owner NATURE: Holding company forreal estate. My office is located here. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/29/2016 ADDRESS: 2510 Township Line Road, Havertown PA 19083, United States DESCRIPTION: Property owner. Collect rents, maintain building.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-13
  • S66 Uniform Combined State Law Examination
    2013-12-13

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Havertown, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor