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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-09-10 |
| OK | RA | APPROVED | 2025-09-04 |
| TX | RA | APPROVED | 2025-09-04 |
| CO | RA | APPROVED | 2025-08-05 |
Branch Locations
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
Lakewood, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 06/2022 | 06/2025 |
| Colorado State University | Fort Collins | CO | 08/2018 | 05/2022 |
| Wells Fargo | Fort Collins | CO | 11/2021 | 05/2022 |
| State Fort Collins | Fort Collins | CO | 11/2019 | 08/2021 |
| Walmart | Fort Collins | CO | 09/2019 | 10/2019 |
| Macys | Broomfield | CO | 07/2019 | 08/2019 |
| Sierra Trading Post | Westminster | CO | 11/2017 | 01/2018 |
| Panera Bread | Westminster | CO | 04/2017 | 01/2019 |
| Legacy High School | Broomfield | CO | 08/2014 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2025 |
| Thrivent Financial | Appleton | WI | 07/2025 | Present |
| Thrivent Investment Management Inc | Minneapolis | MN | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-14 |
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