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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2026-02-20 |
Branch Locations
236 Hamilton Rd, Cedarburg, WI 53012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lightening The Load, Llc | Marietta | GA | 01/2022 | 05/2022 |
| Killington Mountain Ski Resort | Mendon | VT | 12/2017 | 04/2018 |
| The University Of Georgia | Athens | GA | 08/2018 | 05/2022 |
| The University Of Georgia Athletic Association | Athens | GA | 06/2021 | 02/2022 |
| The Vanguard Group, Inc. | Charlotte | NC | 06/2022 | 02/2026 |
| Killington Mountain Ski Resort | Killington | VT | 05/2019 | 08/2019 |
| Killington Mountain Ski Resort | Mendon | VT | 12/2017 | 01/2022 |
| Rutland High School | Rutland | VT | 08/2014 | 06/2018 |
| Lightening The Load, Llc | Marietta | GA | 02/2023 | 09/2023 |
| Vanguard Marketing Corporation | Charlotte | NC | 06/2022 | 02/2026 |
| Vanguard Advisers, Inc. | Charlotte | NC | 08/2023 | 02/2026 |
| Thrivent Investment Management Inc | Cedarburg | WI | 02/2026 | Present |
| Thrivent Financial | Appleton | WI | 02/2026 | Present |
RENTAL PROPERTY POSITION: Owner of the property NATURE: Rental property that used to be my primary residence. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/14/2026 ADDRESS: 4028 Citra Lane, Charlotte NC 28217, United States DESCRIPTION: I am the owner of the property and part-time property manager.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-22 |
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