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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-04-07 |
| OK | RA | APPROVED | 2024-03-01 |
| TX | RA | APPROVED | 2024-02-09 |
Branch Locations
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
Fort Worth, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Birdville High School | North Richland Hills | TX | 08/2013 | 05/2017 |
| Sonic Drive-In | North Richland Hills | TX | 06/2015 | 05/2017 |
| University Of North Texas | Denton | TX | 05/2017 | 05/2021 |
| Sonic Drive-In | Denton | TX | 01/2018 | 05/2018 |
| Prosper High School | Prosper | TX | 08/2018 | 11/2018 |
| Ray Braswell High School | Aubrey | TX | 08/2019 | 11/2019 |
| Prosper High School | Prosper | TX | 08/2019 | 11/2019 |
| Birdville High School | North Richland Hills | TX | 08/2019 | 05/2020 |
| Stanley Black And Decker | Northlake | TX | 05/2020 | 12/2020 |
| Trek Bicycle | Coppell | TX | 05/2021 | 01/2022 |
| Trek Bicycle | Keller | TX | 01/2022 | 07/2022 |
| Fidelity Investments | Westlake | TX | 07/2022 | 08/2023 |
| Fidelity Investments | Westlake | TX | 08/2023 | 02/2024 |
| Thrivent Investment Management Inc. | Fort Worth | TX | 02/2024 | Present |
| Thrivent Financial | Appleton | WI | 02/2024 | 06/2024 |
| Thrivent Financial | Appleton | WI | 06/2024 | 03/2025 |
| Thrivent Financial | Appleton | WI | 03/2025 | Present |
MUSICIAN POSITION: Jazz Trumpet NATURE: Playing jazz trumpet for events INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/14/2024 ADDRESS: Varies, Varies TX 76247, United States DESCRIPTION: Playing jazz trumpet forevents JORDAN KAHN MUSIC COMPANY POSITION: Trumpet Player NATURE: Jordan Kahn Music Company is a company that puts together bands for events. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/27/2024 ADDRESS: 1722 Routh St., Ste 1710, Dallas TX 75201, United States DESCRIPTION: Playing trumpet in the band that is assigned for certain gigs. THE WELL COMMUNITY CHURCH ARGYLE POSITION: Keyboard player NATURE: The Well Community Church is a church in the DFW area. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2024 ADDRESS: 600 FM 407, Argyle TX 76226, United States DESCRIPTION: I play keyboard on the worship team and will occasionally get paid for playing with the worship team.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-28 |
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