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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Bellevue | WA | 01/2021 | 05/2022 |
| Raymond James Financial Services, Inc. | Sammamish | WA | 05/2022 | 06/2026 |
| Destination Athlete | Lebanon | NJ | 11/2012 | 05/2020 |
| Unemployed | Bellevue | WA | 05/2020 | 01/2021 |
| First Tech Federal Credit Union | Bellevue | WA | 01/2021 | 06/2026 |
| Raymond James Financial Services Advisors, Inc. | Sammamish | WA | 08/2022 | 06/2026 |
| Addison Avenue Investment Services | Sammamish | WA | 01/2021 | 06/2026 |
| Thrivent Investment Management Inc | Minneapolis | MN | 08/2026 | Present |
| Unemployed | Snoqualmie | WA | 06/2026 | 08/2026 |
| Thrivent Financial | Appleton | WI | 08/2026 | Present |
KIMBALL CREEK HOMEOWNERS ASSOCIATION POSITION: Secretary NATURE: The organization is made up of a board of directors that enforce policy and procedures, collect HOA dues and maintain the common property elements of the association. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/17/2026 ADDRESS: Fury Street, Snoquamie WA 98065, United States DESCRIPTION: I will take minutes at quarterly board meetings and annual board meetings and submit to the board for approval. I also have voting privileges to approve policies and invoices.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-16 |
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