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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-11-25 |
| OK | RA | APPROVED | 2024-11-15 |
| TX | RA | APPROVED | 2024-11-08 |
Branch Locations
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
Tyler, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intel Corporation | Chandler | AZ | 01/1996 | 06/2016 |
| Showcase Photography | Tyler | TX | 09/2016 | 12/2019 |
| Planmember Securities Corporation | Carpinteria | CA | 11/2017 | 02/2019 |
| Vision Investments Llc | Tempe | AZ | 01/2014 | 04/2020 |
| Unemployed | Tyler | TX | 03/2019 | 08/2019 |
| Domino'S Pizza | Tyler | TX | 08/2019 | 08/2019 |
| Woodmen Of The World Life Insurance Society | Omaha | NE | 09/2019 | 08/2023 |
| Woodmen Financial Services, Inc. | Omaha | NE | 09/2019 | 08/2023 |
| Lpl Financial Llc | Tyler | TX | 09/2023 | 05/2024 |
| Austin Bank | Tyler | TX | 09/2023 | 05/2024 |
| Unemployed | Tylger | TX | 06/2024 | 11/2024 |
| Thrivent Financial | Appleton | WI | 11/2024 | Present |
| Thrivent Investment Management Inc | Minneapolis | MN | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-12 |
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