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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-06-09 |
Branch Locations
32 Nw 4Th St., Grand Rapids, MN 55744 • United States
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Swedish Match North America | Grand Rapids | MN | 04/2016 | 05/2022 |
| Unemployed | Grand Rapids | MN | 05/2022 | 07/2022 |
| Thrivent Investment Management Inc | Grand Rapids | MN | 07/2022 | 06/2023 |
| Thrivent Financial | Appleton | WI | 07/2022 | 01/2023 |
| Thrivent Financial | Appleton | WI | 01/2023 | 06/2023 |
| Oneascent Financial Services Llc | Birmingham | AL | 06/2023 | Present |
1. GRAND RAPIDS YOUTH BASEBALL ASSOCIATION BOARD MEMBER POSITION: Associate Board Member NATURE: Management, administration, and field maintenance coordination for a non profit youth baseball organization. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/23/2022 ADDRESS: PO Box 149, Grand Rapids MN 55744, United States DESCRIPTION: Planning and scheduling games and practices for the season. Coordinating Umpires. Managing Concessions. Requesting sponsorships. Routine field Maintenance. 2. St. Joseph's Catholic Church Finance Council. Volunteer position; not compensated; Start date 7/20/2023 3.) Junior High Baseball Coach -- Independent School District 318 -- Not investment related -- Compensated -- 4/2/2026 - 6/2/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-09-02 |
| S65 | Uniform Investment Adviser Law Examination | 2022-03-07 |
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