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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-11 |
| IN | RA | APPROVED | 2022-04-12 |
Branch Locations
600 Portland Avenue South, Minneapolis, MN 55415 • United States
14812 First St, Hoagland, IN 46745 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Financial | Fort Wayne | IN | 06/2018 | 04/2019 |
| Wealth Advisors Group | Fort Wayne | IN | 05/2017 | 12/2017 |
| Huntington University | Huntington | IN | 01/2018 | 05/2018 |
| Huntington University | Huntington | IN | 09/2016 | 05/2017 |
| Thrivent Investment Management Inc | Fort Wayne | IN | 01/2019 | 04/2022 |
| Thrivent Financial | Appleton | WI | 04/2019 | 04/2022 |
| Thrivent Advisor Network D/B/A Passage Wealth | Hoagland | IN | 05/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2023 | 09/2024 |
| Thrivent Investment Management Inc | Hoagland | IN | 09/2024 | Present |
FIXED INSURANCE SALES POSITION: Agent NATURE: Selling/Servicing fixed insurance contracts INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/01/2024 ADDRESS: 14812 First Street, Hoagland IN 46745, United States DESCRIPTION: Selling/Servicing fixed insurance contract(s) THRIVENT ADVISOR NETWORK, LLC/ DBA PASSAGE WEALTH POSITION: Owner/Wealth Advisor NATURE: Affiliated Retail Investment Advisory Firm INVESTMENT RELATED: No NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 144 START DATE: 04/01/2022 ADDRESS: 14812 First Street, Hoagland IN 46745, United States DESCRIPTION: Provide investment advisory services to retail client
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-11 |
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