Best Investors Account Sign in
Current Employers
Thrivent Investment Management Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-08-04
DC RA APPROVED 2025-04-15
OK RA APPROVED 2025-04-15
TX RA APPROVED_RES 2025-04-10
  • TN RA
    APPROVED
    Since 2025-08-04
  • DC RA
    APPROVED
    Since 2025-04-15
  • OK RA
    APPROVED
    Since 2025-04-15
  • TX RA
    APPROVED_RES
    Since 2025-04-10

Branch Locations

Dunlap, TN • United States

Nova, OH • United States

600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • 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
Charles Schwab & Co., Inc. Atlanta GA 05/2017 03/2024
Bethel Christian Academy Parma OH 08/2016 05/2017
Charles Schwab Bank, Ssb Atlanta GA 05/2019 03/2024
Thrivent Investment Management Inc Minneapolis MN 04/2025 Present
Thrivent Financial Appleton WI 04/2025 Present
Unemployed Livingston TX 03/2024 04/2025
  • 05/2017 → 03/2024
    Atlanta, GA
  • 08/2016 → 05/2017
    Bethel Christian Academy
    Parma, OH
  • 05/2019 → 03/2024
    Charles Schwab Bank, Ssb
    Atlanta, GA
  • 04/2025 → Present
    Minneapolis, MN
  • 04/2025 → Present
    Thrivent Financial
    Appleton, WI
  • 03/2024 → 04/2025
    Unemployed
    Livingston, TX
Previous Registrations
Other Businesses

WAYNE COUNTY SPEEDWAY POSITION: Stock Car Racer NATURE: Recreational stock car racing just a few times a year while visiting my dad. We do receive a cash payout at the end of the night ranging from $50 - $200 per race. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/21/2025 ADDRESS: 1083 N Carr Rd, Orrville OH 44667, United States DESCRIPTION: Stock car racing on a dirt circle track US SOCCER FEDERATION POSITION: Referee NATURE: This is a soccer federation that I am connected with for referee licensing and training INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/06/2025 ADDRESS: 461 Sandy Creek Rd, Fayetville GA 30214, United States DESCRIPTION: I will be officiating youth soccer for the program my kids play on. I anticipate my expenses being higher than my income, but will be paid for any games I officiate with varying rates. No games will take place during work hours and I don't plan to take on games outside of just a few to help out our kids' organization TAMBA BAY RV RENTALS LLC POSITION: Owner NATURE: RV Rentals connecting renters to owners and providing all of the marketing, logistics, delivery, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/20/2025 ADDRESS: 5901 Erhardt Dr, Riverview FL 33578, United States DESCRIPTION: This is passive income where we will have no interactions with the actual renters. We simply provide the RV in times we are not using it and the company rents it out for us. THE TABLE POSITION: Pastor NATURE: My wife and I are in training to plant a church based out of our house. We have no plans of accepting payment for this as we both love our current jobs and want the church to have low overhead to focus finances more on the community than on our payment. I understand that I cannot be an advisor to anyone that would be a part of this ministry. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 02/07/2026 ADDRESS: 2089 Hudlow Loop Rd, Dunlap TN 37327, United States DESCRIPTION: We will meet once a week for a study that is designed to be a low lift for whoever is leading and we will rotate who is leading from time to time so that we can hear from other people. We will also spend time giving back to the community and serving with a focus on the youth, the homeless, and the elderly. AIR BNB POSITION: Home Partial Owner NATURE: We are renting out our primary residence any time we travel to help offset expenses. We will not rent to Thrivent clients or tie it to Thrivent or my role here in any way. My home office is actually locked for all rentals so it will be separated from all renters as well. Lastly, my wife does all of the work for managing the property so it will not disrupt my current role at all. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/16/2026 ADDRESS: 2089 Hudlow Loop Rd, Dunlap TN 37327, United States DESCRIPTION: I will not be actively involved in the rental process or management of it.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-19
  • S66 Uniform Combined State Law Examination
    2018-04-19

View on SEC IAPD

More in Dunlap, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor