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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-30 |
Branch Locations
1 Ikea-Rbfcu Pkwy, Live Oak, TX 78233-2792 • United States
Canyon Lake, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | San Antonio | TX | 01/2015 | 02/2019 |
| Thrivent Financial | Appleton | WI | 07/2015 | 02/2019 |
| Randolph Brooks Fcu | Live Oak | TX | 02/2019 | 08/2021 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 02/2019 | 08/2021 |
| Ameriprise Financial Services, Llc | Live Oak | TX | 08/2021 | Present |
Board of Directors; PROCU; Board Member; 1011 Sunset Blvd., Suite 210, , Ontario, CA, 91761; Not Investment-Related; 11/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours. Real Estate License; Yes. Outside Employment; RBFCU; Program Manager - I manage the Investment Department; ; 1 IKEA-RBFCU Pkwy, , Live Oak, TX, 78233; Investment-Related; 08/30/2021; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-25 |
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