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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-04-30 |
| TX | RA | APPROVED_RES | 2021-05-13 |
| PA | RA | APPROVED | 2018-05-31 |
Branch Locations
Elizabethtown, PA • United States
4660 E. Trindle Road, Camp Hill, PA 17011 • United States
20 Linden Rd, Hershey, PA 17033 • United States
35 E High Street, Carlisle, PA 17013 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lowe's | Harrisburg | PA | 12/2013 | 09/2017 |
| Thrivent Investment Management Inc | Camp Hill | PA | 07/2017 | Present |
| Thrivent Financial | Appleton | WI | 09/2017 | 11/2017 |
| Thrivent Financial | Appleton | WI | 11/2017 | Present |
CIGARS FOR GOOD POSITION: non paid volunteer NATURE: Two brothers who share the same love for cigars, decided to make a commitment to use their enthusiasm for cigars to help those who are in need. With the help of their friends, we make a difference holding events, outings, and creating partnerships with local retailers & major manufacturers to support organizations where those without a voice and who are in need find support and care. We will focus on funding projects helping educate, feed, and care for children and families in desperate areas of the world. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2007 ADDRESS: 1630 Potato Valley Road, Harrisburg PA 17112, United States DESCRIPTION: I have been a volunteer with this organization for ten years. I have helped to plan different events that raise money for smaller non-profits that focus on the feeding, eduction, and careof children. I have helped to plan and runauctions, golf outings, and winery events and have donated my time and food for the events. I do not receive any compensation for my time that I volunteer with thisorganization and the proceeds raised go to different smaller organizations.I have recently been asked to become a board member which means I would have more involvement in the decisions made for the organization. These decisions include what organizations will benefit from events held, the amount of money donated to each, and the purchase of items for events.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-01 |
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