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3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-09-11 |
Branch Locations
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
120 Holmes Avenue Suite 122H, Huntsville, AL 35801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dynetics, Inc. | Huntsville | AL | 08/2007 | 08/2017 |
| Thrivent Investment Management Inc | Huntsville | AL | 05/2017 | 09/2023 |
| Thrivent Financial | Appleton | WI | 08/2017 | 10/2017 |
| Thrivent Financial | Appleton | WI | 10/2017 | 09/2023 |
| Inspire Advisors, Llc | Meridian | ID | 09/2023 | Present |
| Blue Origin Llc | Huntsville | AL | 05/2022 | 02/2025 |
| 5-D Systems, Inc. | Round Rock | TX | 03/2025 | Present |
(1) 5-D Systems, Inc.; Senior Systems Engineer; Spacecraft and rocket engine development; Non Investment Related; 160 hours / month; 140 during security trading hours/month; 3/20/2025; 1 Chisholm Trail, Suite 300 Round Rock, TX 78681, United States; Developing systems engineering products for development of rocket engine test stands and facilities. (2) 12/01/2021 Independent Licensed insurance Agent; Investment Related; Gurley, AL; Life, Health and Variable Products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-12 |
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