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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-17 |
| FL | RA | APPROVED | 2026-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grace Management, Inc. | Jacksonville | FL | 06/2021 | 02/2022 |
| Child Care Careers | Jacksonville | FL | 02/2020 | 03/2020 |
| Unemployed | Jacksonville | FL | 12/2019 | 02/2020 |
| Unemployed | Jacksonville | FL | 02/2022 | 03/2022 |
| Fidelity Investments- Fidelity Brokerage Services, Llc | Jacksonville | FL | 05/2022 | 07/2025 |
| Child Care Careers | Jacksonville | FL | 03/2022 | 05/2022 |
| Kidspark/Tag 5, Inc. | Jacksonville | FL | 11/2016 | 03/2018 |
| Holiday Retirement | Jacksonville | FL | 03/2020 | 06/2021 |
| Florida Gateway College | Lake City | FL | 05/2015 | 12/2016 |
| City Of Jacksonville | Jacksonville | FL | 03/2018 | 12/2019 |
| South Jacksonville Presbyterian Church And Preschool | Jacksonville | FL | 05/2015 | 08/2018 |
| Thrivent Investment Management Inc. | Minneapolis | MN | 01/2026 | Present |
| Strategic Advisers, Inc.- Fidelity Investments | Jacksonville | FL | 07/2025 | 01/2026 |
| Thrivent Financial | Appleton | WI | 02/2026 | 03/2026 |
| Thrivent Financial | Appleton | WI | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-09 |
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