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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-03-10 |
| OK | RA | APPROVED | 2025-07-28 |
| TX | RA | APPROVED | 2025-07-11 |
Branch Locations
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2017 | 09/2020 |
| Doterra Essential Oils - Legacy Health And Fitness | Plano | TX | 05/2014 | 11/2017 |
| Achieve Global | Tampa | FL | 02/2012 | 01/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frisco | TX | 09/2020 | 12/2023 |
| Bank Of America, N.A. | Frisco | TX | 09/2020 | 12/2023 |
| J.P. Morgan Securities Llc | Allen | TX | 11/2023 | 12/2024 |
| Jpmorgan Chase Bank, N.A. | Allen | TX | 11/2023 | 12/2024 |
| The Jostes Group, Llc | Lucas | TX | 01/2016 | 06/2025 |
| Thrivent Investment Management Inc | Minneapolis | MN | 06/2025 | Present |
| Chicos Fas, Inc. | Allen | TX | 05/2025 | 06/2025 |
| Spectrum Financial Group | Dallas | TX | 03/2025 | 07/2025 |
| Unemployed | Allen | TX | 12/2024 | 05/2025 |
| Thrivent Financial | Appleton | WI | 06/2025 | Present |
THE JOSTES GROUP, LLC POSITION: Marketing Consultant NATURE: My husband, as the owner of The Jostes Group, LLC, performs all duties related to the buying, selling, and leasing of residential properties. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2015 ADDRESS: 176 Wedgewood Way, Lucas TX 75002, United States DESCRIPTION: As a Marketing Consultant, I assist my husband, Lamar, with proofreading and sometimes editing marketing materials and client emails on an as needed basis. On the rare occasion Lamar is out of town, I may check on one of his listings to ensure the home is in good order, such as removing newspapers from the front lawn. This activity does not include performing any type of Real Estate production (including sales and prospecting) or showing homes. I donot hold a Real Estate license.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-16 |
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