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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-01-23 |
| TX | RA | APPROVED_RES | 2025-08-13 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
655 W Columbia Way Suite 404, Vancouver, WA 98660-3613 • United States
Battle Ground, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Lake Oswego | OR | 03/2015 | 03/2021 |
| Thrivent Financial | Appleton | WI | 09/2015 | 03/2021 |
| Thrivent Advisor Network, Llc D/B/A M25 Advisors | Salem | OR | 03/2021 | 07/2022 |
| Fidelity Investments | Vancouver | WA | 08/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-23 |
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