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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-17 |
| MD | RA | APPROVED | 2026-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2017 | 07/2023 |
| Davidus Cigars | Frederick | MD | 08/2016 | 12/2016 |
| Equitable Advisors, Llc | New York | NY | 07/2023 | 04/2025 |
| Valic Financial Advisors, Inc. | Linthicum Heights | MD | 05/2025 | 03/2026 |
| Agia | Houston | TX | 05/2025 | 03/2026 |
| Thrivent Investment Management Inc. | Frankenmuth | MI | 07/2026 | Present |
| Unemployed | Frederick | MD | 03/2026 | 07/2026 |
| Thrivent Financial | Appleton | WI | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-30 |
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