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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-18 |
| OH | RA | APPROVED | 2026-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Landmark | Celina | OH | 09/2017 | 06/2023 |
| Wright State University | Celina | OH | 08/2016 | 07/2019 |
| Jay County High School | Portland | IN | 08/2012 | 06/2023 |
| Thrivent Investment Management Inc | Decatur | IN | 06/2023 | Present |
| Thrivent Financial | Appleton | WI | 07/2023 | 01/2024 |
| Thrivent Financial | Appleton | WI | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-08 |
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