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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-07-10 |
| AZ | RA | APPROVED | 2022-09-20 |
Branch Locations
6263 N Scottsdale Rd Suite 140, Scottsdale, AZ 85250 • United States
Scottsdale, AZ • United States
Coeur D'ALene, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc. | Scottsdale | AZ | 07/2002 | 08/2021 |
| Thrivent Financial For Lutherans | Scottsdale | AZ | 07/2002 | 08/2021 |
| Thrivent Financial | Scottsdale | AZ | 07/2021 | 08/2021 |
| Massmutual Life Insurance Company | Scottsdale | AZ | 04/2022 | Present |
| Mml Investors Services, Llc | Scottsdale | AZ | 09/2022 | Present |
| Unemployed | Scottsdale | AZ | 08/2021 | 04/2022 |
(1) NAME: SHARX INV REL: N ADD: 8924 E PINNACLE PEAR RD SUITE G5-147 SCOTTSDALE AZ 85255 NATURE: SHARX HELPS BUSINESS SAVE MONEY ON EXPENSIVE DRUGS WITH THEIR CONNECTIONS TO BUY VERY INEXPENSIVELY POSITION: AMBASSADOR START DATE: 3/18/2024 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 5 DUTIES: HELP CONNECT COMPANIES AND BROKERS TO SHARX (2) NAME: IM4 HEALTH, INV REL: Y, ADDR: 8924 E. PINNACLE PEAK RD. SUITE G5-147 SCOTTSDALE AZ 85255 NATURE: WORK WITH COMPANIES ON THEIR SEC 125 AND MEC OPPORTUNITIES USING GROUP HEALTH, POSITION: ASSOCIATE, START DATE: 04/15/2024, NO. HR/MO: 5, NO. HR/MO DURING SEC TRADING: 5, DUTIES HELP CONNECT COMPANIES AND BROKERS TO IM4 HEALTH. (3) NAME: FAMILY 1 INV REL: Y ADDR: 1150 LAKEWAY DR, LAKEWAY, TX 78734 NATURE: FUNERAL HOME POLICIES POSITION: BOARD MEMBER START DATE: 1/3/2026 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 0 DUTIES: QUARTERLY BOARD MEETING TO PROVIDE GUIDANCE TO BUSINESS PLANS (4) NAME: SYNRGY HEALTH LLC INV REL: Y ADD: 1307 JEFFERSON HIGHWAY, SUITE A, BATON ROUGE, LA 70809 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 05/01/2026 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 5 DUTIES: LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES & HEALTH (5) NAME: CANOE 10 LLC; INV REL: Y; ADDR: AT RESIDENTIAL ADDRESS; NATURE: LLC FOR THE PURCHASE AND REGISTRATION OF VEHICLES AND BOATS; POSITION: OWNER; START DATE: 07/01/2026; NO. HR/MO: 1.00; NO. HR/MO DURING SEC TRADING: 0.00; DUTIES: PURCHASER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1985-04-17 |
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