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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-04-18 |
| MO | RA | APPROVED | 2024-03-26 |
Branch Locations
506 Vandalia St, Collinsville, IL 62234 • United States
Manchester, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Conference Technologies Inc. | St. Louis | MO | 08/2015 | 01/2018 |
| Td Ameritrade | St. Louis | MO | 02/2018 | 02/2023 |
| Charles Schwab & Co., Inc. | St Louis | MO | 02/2023 | 01/2024 |
| Thrivent Investment Management Inc | Collinsville | IL | 03/2024 | Present |
| Thrivent Financial | Appleton | WI | 03/2024 | 10/2025 |
| Unemployed | Manchester | MO | 01/2024 | 03/2024 |
| Thrivent Financial | Appleton | WI | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-03 |
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