Best Investors Account Sign in

Melanie Morat

Thrivent Investment Management Inc.

Folsom, CA

Folsom, CA

Claim This Profile
Current Employers
Thrivent Investment Management Inc.

600 Portland Avenue South, Minneapolis, MN 55415 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-01-12
CA RA APPROVED 2019-01-29
  • TX RA
    APPROVED_RES
    Since 2023-01-12
  • CA RA
    APPROVED
    Since 2019-01-29

Branch Locations

101 Parkshore Dr, Folsom, CA 95630 • United States

Folsom, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thrivent Financial Gold River CA 03/2017 01/2019
Thrivent Financial Gold River CA 08/2017 01/2019
Unemployed Folsom CA 04/2014 03/2017
Thrivent Investment Management Inc Folsom CA 09/2018 Present
Thrivent Financial Appleton WI 01/2019 04/2019
Thrivent Financial Appleton WI 04/2019 Present
  • 03/2017 → 01/2019
    Thrivent Financial
    Gold River, CA
  • 08/2017 → 01/2019
    Thrivent Financial
    Gold River, CA
  • 04/2014 → 03/2017
    Unemployed
    Folsom, CA
  • 09/2018 → Present
    Thrivent Investment Management Inc
    Folsom, CA
  • 01/2019 → 04/2019
    Thrivent Financial
    Appleton, WI
  • 04/2019 → Present
    Thrivent Financial
    Appleton, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-28
S63 Uniform Securities Agent State Law Examination 2019-01-03
  • S66 Uniform Combined State Law Examination
    2019-01-28
  • S63 Uniform Securities Agent State Law Examination
    2019-01-03
Other Names
  • Melanie Leah Oconnor
  • Melanie Leah O'COnnor
  • Melanie Leah Morat

View on SEC IAPD

Other Firms

U.S. BANCORP ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
MONETA VENTURES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
MATHEWS CAPITAL MANAGEMENT

Other Investors

Katie Louise Latour
Harold Kuk Rhee
Edwin Shanil Kumar
ERIKA PANDY
JOEL PATRICK DUCORE
GREGORY CURTIS JUNG
JAIME ELIZABETH BARRETTA
DWAINE HAROLD BAASCH

Other Offices

U.S. BANCORP ADVISORS, LLC · Folsom, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOLSOM, CA
J.P. MORGAN SECURITIES LLC · FOLSOM, CA
MONETA VENTURES, LLC · FOLSOM, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Folsom, CA
LPL FINANCIAL LLC · FOLSOM, CA
LPL FINANCIAL LLC · FOLSOM, CA
WELLS FARGO CLEARING SERVICES, LLC · FOLSOM, CA

More in Folsom, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor