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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-21 |
| IL | RA | APPROVED | 2019-09-17 |
Branch Locations
3240 Hedley Rd, Springfield, IL 62711 • United States
784 Wall St, O'FAllon, IL 62269 • United States
1400 N Wood Rd, Murphysboro, IL 62966 • 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 |
|---|---|---|---|---|
| Visionary Wealth Advisors | Edwardsville | IL | 07/2016 | 03/2019 |
| Unemployed | O'FAllon | IL | 03/2019 | 05/2019 |
| Thrivent Investment Management Inc | O'FAllon | IL | 06/2019 | Present |
| Thrivent Financial | Appleton | WI | 07/2019 | 11/2019 |
| Thrivent Financial | Appleton | WI | 11/2019 | Present |
FIRST PRIORITY OF METRO EAST STL POSITION: Board Member NATURE: First Priority is a non-profit 501c3 organization that focuses on evangelistic public school clubs where students lead discussions on Christ to other students. There are teacher sponsors and coaches who help facilitate the meetings. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2025 ADDRESS: Box 23, Belleville IL 62222, United States DESCRIPTION: I will attend board meetings on a monthly basis with a primary focus around fundraising ideas for the chapter. During the board meeting, there are other people who will serve as the treasurer, president and secretary. I will assist in leading and assisting in fundraisers such as a trivia night or a golf tournament. It is an advisory role, non-voting.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-08-05 |
| S65 | Uniform Investment Adviser Law Examination | 2014-06-04 |
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