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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-10 |
| MI | RA | APPROVED | 2022-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Epitec | Southfield | MI | 08/2020 | 07/2022 |
| Dort Financial Credit Union | Flint | MI | 07/2019 | 08/2020 |
| Nestle | Flint | MI | 10/2017 | 07/2019 |
| Ups | Clio | MI | 08/2017 | 10/2017 |
| Big Johns | Clio | MI | 03/2014 | 08/2017 |
| Thrivent Investment Management Inc | Frankenmuth | MI | 04/2022 | Present |
| Thrivent Financial | Appleton | WI | 07/2022 | 11/2022 |
| Thrivent Financial | Appleton | WI | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-11 |
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