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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-07-23 |
| OK | RA | APPROVED | 2026-07-21 |
| TX | RA | APPROVED | 2026-07-21 |
| MN | RA | APPROVED | 2026-07-14 |
Branch Locations
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2024 | 04/2026 |
| Lakes Center For Youth And Families | Forest Lake | MN | 09/2013 | 05/2024 |
| Na | Hugo | MN | 05/2024 | 11/2024 |
| Thrivent Investment Management Inc | Minneapolis | MN | 07/2026 | Present |
| Thrivent Financial | Appleton | WI | 07/2026 | Present |
| Na | Hugo | MN | 05/2026 | 06/2026 |
HUGO MN LIONS CLUB POSITION: Social Media Chair NATURE: The Lion's club is not-for-profit organization that raises funds and gives it back to local organizations and community members in need. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/28/2024 ADDRESS: PO Box 321, Hugo MN 55038, United States DESCRIPTION: I am technically a board member who is responsible for the Lion's social media platforms. We do not fundraise via social media, simply post updates on the group and our events. All members of the Lion's club (not just board members) vote on how we designated the funds we donate when we receive a request.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-27 |
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