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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-03-22 |
Branch Locations
600 Portland Ave S, Minneapolis, MN 55415 • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner &Amp; Smith Incorporated | Horsham | PA | 08/2013 | 07/2017 |
| Bank Of America, N.A. | Horsham | PA | 08/2014 | 07/2017 |
| Lincoln Financial Advisors | Philadelphia | PA | 07/2017 | 03/2023 |
| Thrivent Investment Management Inc | Minneapolis | MN | 03/2023 | Present |
| Thrivent Financial | Appleton | WI | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-16 |
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