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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-07-25 |
| IL | RA | APPROVED | 2019-07-19 |
Branch Locations
114 N Hale St, Wheaton, IL 60187 • United States
Winfield, IL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Wheaton | IL | 07/2014 | 03/2017 |
| Watermark Properties | Wheaton | IL | 03/2017 | 03/2019 |
| Unemployed | Winfield | IL | 03/2019 | 05/2019 |
| Thrivent Investment Management Inc | Wheaton | IL | 05/2019 | Present |
| Thrivent Financial | Appleton | WI | 06/2019 | 09/2019 |
| Thrivent Financial | Appleton | WI | 09/2019 | Present |
RENTAL PROPERTY POSITION: Co-owner NATURE: Rental Properties INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/14/2020 ADDRESS: 32 E Waterloo St., Canal Winchester OH 43110, United States DESCRIPTION: Contracting with property management services. Manage books and tax records. PRINT MODELING POSITION: Print Model NATURE: Some opportunity may arise to be a print model for an outdoor apparel company - something I have experience doing in the past INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/03/2023 ADDRESS: 26W490 Jewell Rd., Winfield IL 60190, United States DESCRIPTION: Lifestyle modeling, so capturing the act of fishing or golfing. STEELHEAD ESTATES, LLC POSITION: Member (passive) NATURE: This is a family real estate entity with my two sisters and their spouses. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/19/2026 ADDRESS: 441 Bear St, Kings Beach CA 96143, United States DESCRIPTION: Provide capital, passive ownership. WATERLOO STREET HOLDINGS, LLC POSITION: Silent partner NATURE: Holding company rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/11/2023 ADDRESS: 10800 Salem Church Rd., Canal Winchester OH 43110, United States DESCRIPTION: Capital partner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-03 |
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