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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-20 |
Branch Locations
1033 Florida Ave S, Rockledge, FL 32955 • United States
Melbourne, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Tampa | FL | 01/2016 | 04/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | Tampa | FL | 01/2016 | 04/2019 |
| Unemployed | Trinity | FL | 05/2019 | 05/2020 |
| Thrivent Investment Management Inc | Rockledge | FL | 06/2020 | Present |
| Thrivent Financial | Appleton | WI | 09/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-19 |
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