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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-10-20 |
| OK | RA | APPROVED | 2025-10-20 |
| TX | RA | APPROVED_RES | 2024-05-17 |
| CA | RA | APPROVED | 2023-10-27 |
Branch Locations
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
Eastvale, CA • 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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Anaheim | CA | 03/2017 | 07/2023 |
| World Financial Group, Inc. | Anaheim | CA | 04/2015 | 07/2023 |
| Thrivent Investment Management Inc | Irvine | CA | 07/2023 | Present |
| Thrivent Financial | Appleton | WI | 06/2023 | 10/2025 |
| Thrivent Financial | Appleton | WI | 10/2025 | Present |
RENTAL POSITION: Owner Operator NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2002 ADDRESS: 7754 Alderwood Avenue, Eastvale CA 92880, United States DESCRIPTION: Rental property, which is managed by a rental management agency. Pay repair bills. Property taxes. Management fees. MUTUAL OF OMAHA POSITION: Sales Agent NATURE: Life Insurance Company INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2024 ADDRESS: 3300 Mutual of Omaha Plaza, Omaha NE 68175, United States DESCRIPTION: Life Insurance Sales AMERICO POSITION: Sales Agent NATURE: Life Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2024 ADDRESS: PO Box 410288, Kansas City MO 64141, United States DESCRIPTION: Life insurance sales NORTH AMERICAN POSITION: Sales Agent NATURE: Life Insurance Company INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2024 ADDRESS: One Sammons Plaza, Sious Falls SD 57193, United States DESCRIPTION: Sale life insurance PROSPERITY LIFE GROUP POSITION: Sales Agent NATURE: Life Insurance Company INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2024 ADDRESS: 100 West 33rd Street, Suite 1007, New York NY 10001, United States DESCRIPTION: Selling Life Insurance TRANSAMERICA POSITION: Sales Agent NATURE: Life Insurance Company INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2024 ADDRESS: 6400 C Street SW, Cedar Rapids IA 52499, United States DESCRIPTION: Sold Life Insurance EVER K CONSULTING GROUP / KASS DBA POSITION: Employee NATURE: Subrogation property damage recovery service. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2026 ADDRESS: 7754 Alderwood Avenue, Eastvale CA 92880, United States DESCRIPTION: Oversight of operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-26 |
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