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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 10/2021 | 03/2024 |
| Allied Associates In Mental Health | Philadelphia | PA | 08/2014 | 09/2021 |
| Center For Caregiver Advancement | Los Angeles | CA | 05/2018 | 04/2019 |
| Mentora College | Washington Dc | DC | 03/2016 | 11/2016 |
| Harvard Extension School | Cambridge | MA | 01/2020 | 11/2023 |
| Fidelity Investments | Los Angeles | CA | 03/2024 | 07/2025 |
| Edward Jones | St. Louis | MO | 11/2025 | 07/2026 |
| Unemployed | Long Beach | CA | 07/2025 | 10/2025 |
| Thrivent Investment Management Inc | Minneapolis | MN | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-15 |
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