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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-10-26 |
Branch Locations
Redondo Beach, CA • United States
600 Portland Avenue South, Minneapolis, MN 55415 • 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 |
|---|---|---|---|---|
| Kestra Private Wealth Services, Llc | Woodland Hills | CA | 09/2013 | 03/2017 |
| Monograph Wealth Advisors, Llc | El Segundo | CA | 03/2017 | 02/2018 |
| Counterpoint Mutual Funds, Llc | San Diego | CA | 03/2018 | 10/2021 |
| Northern Lights Distributors, Llc | Omaha | NE | 09/2018 | 10/2021 |
| Thrivent Advisor Network, Llc | Redondo Beach | CA | 10/2021 | Present |
| Thrivent Investment Management Inc | Minneapolis | MN | 09/2024 | Present |
| Thrivent Financial | Appleton | WI | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-05-28 |
| S65 | Uniform Investment Adviser Law Examination | 1999-06-01 |
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