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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-09-06 |
Branch Locations
3000 County Rd 42 West, Burnsville, MN 55337 • United States
Lakeville, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Minneapolis | MN | 10/2016 | 08/2022 |
| Haworth Marketing And Media | Minneapolis | MN | 10/2014 | 10/2016 |
| Thrivent Investment Management Inc | Burnsville | MN | 03/2022 | Present |
| Thrivent Financial | Appleton | WI | 09/2022 | 12/2022 |
| Thrivent Financial | Appleton | WI | 12/2022 | Present |
SUMMERLYN HOMEOWNERS ASSOCIATION POSITION: Vice President NATURE: I serve on my neighborhood Board of Directors. It is a group of 5 homeowners and we vote on issues related to our neighborhood. We vote on budget-related items, homeowner issues, vendor choices such as lawn maintenance and pool maintenance. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/06/2021 ADDRESS: C/O Associa Minnesota: 7100 Northland Circle N, Ste 300, Brooklyn Park MN 55428, United States DESCRIPTION: As Vice President,my duties include voting on association matters, helping plan annual meetings with homeowners, and taking notes when applicable. We run our association through a management company who handles most of the day-to-day management of our community. SUMMERLYN HOMEOWNERS ASSOCIATION POSITION: President NATURE: I serve on my neighborhood Board of Directors. It is a group of 5 homeowners and we vote on issues related to our neighborhood. We vote on budget-related items, homeowner issues, vendor choices such as lawn maintenance and pool maintenance. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/06/2021 ADDRESS: C/O Gassen 6438 City West Parkway, Eden Prairie MN 55344, United States DESCRIPTION: As President, my duties include voting on association matters, helping plan annual meetings with homeowners, and taking notes when applicable. We run our association through a management company who handles most of the day-to-day management of our community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-02 |
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