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125 Wolf Road Suite 509, Albany, NY 12205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdr Landscapes Inc. | Barnstable | MA | 01/2008 | 03/2020 |
| Thrivent Investment Management Inc. | Marstons Mills | MA | 05/2020 | 07/2024 |
| Thrivent Financial | Marstons Mills | MA | 03/2020 | 05/2020 |
| Thrivent Investment Management Inc. | Marstons Mills | MA | 06/2020 | 07/2024 |
| Blue Jean Financial Llc | Marstons Mills | MA | 07/2024 | Present |
1) CHURCH OF THE REDEEMER; POSITION: Senior Pastor; NATURE: Church; INVESTMENT RELATED: No; NUMBER OF HOURS: 80; SECURITIES TRADING HOURS: 0; START DATE: 07/01/2019; ADDRESS: 2736 Falmouth Rd, Osterville MA 02655, United States; DESCRIPTION: Prepare for and preach on Sundays. Prepare for and lead bible study groups. Help in the organization of the Church. Visit members in the Church and in the community in their time of need. Compensated via a monthly housing allowance. 2) Licensed insurance agent; not investment-related; Marstons Mills, MA, 02648; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-03 |
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