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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-28 |
| MI | RA | APPROVED | 2020-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Chesterfield | MI | 09/2016 | Present |
| Thrivent Financial | Appleton | WI | 10/2016 | 03/2017 |
| Thrivent Financial | Appleton | WI | 03/2017 | Present |
ANCHOR BAY CHAMBER OF COMMERCE POSITION: Board of Directors NATURE: The Anchor Bay Chamber of Commerce -a place where business owners network, host events and volunteer in the local community. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2022 ADDRESS: 51180 Bedford St, New Baltimore MI 48047, United States DESCRIPTION: Assistance with creating, planning & volunteering for various events in the Anchor Bay community. THE VILLAGE OF EAST HARBOR POSITION: Volunteer Board Member NATURE: Assisted Living Community. Life Path Community. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: 33875 Kiely Dr, Chesterfield MI 48047, United States DESCRIPTION: Attend MeetingsAdvice on direction of programAttend Events with community, staff and family of community and staff PRESBYTERIAN VILLAGES OF MICHIGAN POSITION: Finance Committee NATURE: The Presbyterian Villages of Michigan are a group of 14 Senior Living and Assisted Living Facilities located all across Michigan.I currently serve on the board of one of those campuses -The Village of East Harbor. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/28/2024 ADDRESS: 25200 Telegraph Rd, Suite 400, Southfield MI 48033, United States DESCRIPTION: The OBA will cover an expanded version of that role as I will become a member of the Finance Committee for in partnership with the Executive Board of PVM.My role will encompass meeting quarterly to discuss the 14 campuses in detail and reporting back the Village of East Harbor any pertinent details. I will not advice on any investments, handle any cash/checks or be listed as signer on any bank accounts. I will be attending this committee meeting hosted by the Executive Board of PVM and will be joined by a fellow Village of East Harbor board member. SELFRIDGE AIR SHOW EXECUTIVE BOARD POSITION: Director NATURE: This committee meets bi-annually to plan for upcoming Air Show Events held at the local Military Base. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2025 ADDRESS: Selfridge Air National Guard Base, Harrison Township MI 48045, United States DESCRIPTION: Meeting, planning, decision making on upcoming events Air Show events every 2 years (2026, 2028, 2030, etc). SELFRIDGE AIR SHOW EXECUTIVE BOARD POSITION: Committee Person NATURE: This committee meets bi-annually to plan for upcoming Air Show Events held at the local Military Base. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2025 ADDRESS: Selfridge Air National Guard Base, Harrison Township MI 48045, United States DESCRIPTION: Meeting, planning, decision making on upcoming events Air Show events every 2 years (2026, 2028, 2030, etc). NAIFA POSITION: Board of Directors NATURE: NAIFA is the oldest, largest and most prestigious association representing the interests of insurance professionals from every Congressional district in the United States. The mission- to advocate for a positive legislative and regulatory environment, enhance business and professional skills, promote the ethical conduct of its members. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/14/2026 ADDRESS: P.O. Box 530, DeWitt MI 48820, United States DESCRIPTION: I support the mission of the organization to advance ethical, professional financial services through governance, strategic input and member advocacy.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-01 |
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