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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-06-29 |
Branch Locations
600 Portland Ave S, Minneapolis, MN 55415 • United States
Minneapolis, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Battle Creek | MI | 10/2014 | 10/2016 |
| Riversource Distribution, Inc. | Minneapolis | MN | 10/2016 | 08/2018 |
| Ameriprise Finacial Services, Inc. | Minneapolis | MN | 08/2018 | 05/2022 |
| Thrivent Investment Management Inc | Minneapolis | MN | 06/2022 | Present |
| Thrivent Financial | Appleton | WI | 06/2022 | Present |
FLAG INTERNATIONAL POSITION: Local Coordinator NATURE: Non profit international exchange organization that manages responsibilities of being a US state department designated sponsor. They provide international exchange experiences to students and host families throughout the world. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/23/2023 ADDRESS: 414 S Burdick St Ste 200, Kalamazoo MI 49007, United States DESCRIPTION: Check in with students once a month and vet host families CONDO RENTAL INCOME POSITION: Owner of unit NATURE: Unable to sell my personal condo without a major loss, so I have chosen to find tenants to rent it and supplement the cost of my mortgage and HOA fees (for a smaller monthly loss). INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2026 ADDRESS: 2530 1st Ave S, 201, Minneapolis MN 55404, United States DESCRIPTION: As the owner I'm responsible for paying the monthly mortgage and HOA dues. I am also responsible for any repairs needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-01 |
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