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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-03-05 |
Branch Locations
600 Portland Ave S, Minneapolis, MN 55415 • United States
Ogden, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 03/2023 | 10/2023 |
| Independent Contractor/Self Employed For Healthandlife Insurance | Ogden | UT | 03/2022 | 03/2023 |
| Tabbank | Ogden | UT | 04/2018 | 03/2022 |
| Unemployed | Ogden | UT | 12/2017 | 04/2018 |
| The Church Of Jesus Christ Of Latter Day Saints | Portland | OR | 06/2016 | 12/2017 |
| Morgan Stanley | Sandy | UT | 09/2023 | 11/2023 |
| Wells Fargo | Salt Lake City | UT | 10/2023 | 12/2023 |
| Thrivent Financial | Appleton | WI | 01/2024 | Present |
| Thrivent Investment Management Inc | Minneapolis | MN | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-28 |
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