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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-06-24 |
| DC | RA | APPROVED | 2024-05-31 |
| TX | RA | APPROVED | 2024-05-22 |
| IA | RA | APPROVED | 2024-05-13 |
Branch Locations
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
Ankeny, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Waterloo, West Des Moines | IA | 12/2016 | 11/2018 |
| Wells Fargo Clearing Services, Llc | West Des Moines | IA | 02/2018 | 11/2018 |
| Unemployed | Cedar Falls | IA | 09/2016 | 11/2016 |
| University Of Iowa Community Credit Union | Cedar Falls | IA | 10/2015 | 09/2016 |
| Uber | Cedar Falls, Ankeny, Des Moines Metro Area | IA | 05/2017 | 12/2018 |
| Lyft | Cedar Falls, Ankeny, Des Moines Metro Area | IA | 05/2017 | 12/2018 |
| Principal Life Insurance | Des Moines | IA | 11/2018 | 04/2023 |
| Principal Securities | Des Moines | IA | 01/2019 | 04/2023 |
| Thrivent Investment Management Inc | Minneapolis | MN | 03/2024 | Present |
| Thrivent Financial | Appleton | WI | 03/2024 | Present |
| Unemployed | Ankeny | IA | 04/2023 | 02/2024 |
| Itm 21St (Longevity Holdings Inc) | Ankeny | IA | 02/2024 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-10 |
| S65 | Uniform Investment Adviser Law Examination | 2018-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-12 |
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