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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-08-10 |
| OK | RA | APPROVED | 2026-08-10 |
| TX | RA | APPROVED | 2026-08-07 |
| GA | RA | APPROVED | 2026-07-24 |
Branch Locations
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
Thomaton, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Rock Ranch | The Rock | GA | 06/2020 | 07/2021 |
| Walmart | Thomaston | GA | 05/2021 | 12/2021 |
| Upson-Lee High School | Thomaston | GA | 08/2015 | 05/2020 |
| Raymond James Financial Services, Inc. | Zebulon | GA | 01/2022 | 01/2024 |
| Raymond James Financial Services, Inc. | Zebulon | GA | 01/2024 | 01/2025 |
| Raymond James Financial Services Advisors, Inc. | Zebulon | GA | 03/2024 | 01/2025 |
| Wealth Intelligence | Zebulon | GA | 03/2024 | 10/2024 |
| Wealth Intelligence, Llc | Columbus | GA | 10/2024 | 03/2026 |
| Thrivent Investment Management Inc | Minneapolis | MN | 06/2026 | Present |
| Thrivent Financial | Appleton | WI | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-23 |
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