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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-02-06 |
| OK | RA | APPROVED | 2024-02-05 |
| TX | RA | APPROVED | 2024-02-02 |
| NC | RA | APPROVED | 2023-12-19 |
Branch Locations
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
Wilmington, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T | Wilmington | NC | 06/2005 | 02/2018 |
| Bb&T Investment Services | Charlotte | NC | 02/2006 | 02/2018 |
| Bb&T Securities, Llc | Wilmington | NC | 01/2018 | 02/2018 |
| Edward Jones | St.LOuis | MO | 05/2018 | 11/2023 |
| Thrivent Investment Management Inc | Minneapolis | MN | 12/2023 | Present |
| Thrivent Financial | Appleton | WI | 12/2023 | Present |
PINE VALLEY METHODIST WEECARE/PRESCHOOL BOARD MEMBER POSITION: Preschool Board Member NATURE: Pine Valley WeeCare is a private half-day Christian preschool and Kindergarten. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 3788 Shipyard Blvd, Wilmington NC 28403, United States DESCRIPTION: I serve on the board and am responsible for setting teacher salaries, setting tuition rates and approving educational spending. This is a volunteer position and I do not have access to funds or receive compensation for my duties.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-04-04 |
| S65 | Uniform Investment Adviser Law Examination | 2005-08-16 |
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