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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-12 |
Branch Locations
444 E Huntington Dr, Arcadia, CA 91006 • United States
Pasadena, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ares Management Corporation | Culver City | CA | 12/2021 | 08/2022 |
| Ppm America | Chicago | IL | 10/2018 | 12/2021 |
| Northern Trust | Chicago | IL | 07/2017 | 10/2018 |
| Knau Arizona Public Radio | Flagstaff | AZ | 07/2013 | 06/2017 |
| Thrivent Advisor Network D/B/A 49 Financial | Manhattan Beach | CA | 09/2022 | 12/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2022 | 04/2023 |
| 49 Wealth Management, Llc | El Segundo | CA | 01/2023 | 04/2023 |
| Thrivent Investment Management Inc | Arcadia | CA | 04/2023 | Present |
| Thrivent Financial | Appleton | WI | 04/2023 | Present |
VINTAGE CHURCH PASADENA POSITION: Church Finance Committee Member NATURE: Requested to serve on my church's Finance Committee. This is not a board position and does not come with voting power. I would be helping with modeling future finances. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/16/2024 ADDRESS: 464 E Walnut St., Pasadena CA 91101, United States DESCRIPTION: I will be helping with creating models for future church budgets. Using past church budget number and projecting out in spreadsheets to help plan for the future.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-20 |
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