Best Investors Account Sign in

Robert Jeffrey Smith

Thrivent Investment Management Inc.

Sarasota, FL

Port Charlotte, FL

Claim This Profile
Current Employers
Thrivent Investment Management Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-08-14
TX RA APPROVED_RES 2022-09-21
FL RA APPROVED 2018-07-02
  • OK RA
    APPROVED
    Since 2025-08-14
  • TX RA
    APPROVED_RES
    Since 2022-09-21
  • FL RA
    APPROVED
    Since 2018-07-02

Branch Locations

4801 Swift Rd, Sarasota, FL 34231 • United States

1777 Tamiami Trail, Port Charlotte, FL 33948 • 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
Ebsco Industries Birmingham AL 12/2006 02/2018
Unemployed Sarasota FL 02/2018 05/2018
Thrivent Investment Management Inc Heathrow FL 04/2018 Present
Thrivent Financial Appleton WI 05/2018 09/2018
Thrivent Financial Appleton WI 09/2018 Present
  • 12/2006 → 02/2018
    Ebsco Industries
    Birmingham, AL
  • 02/2018 → 05/2018
    Unemployed
    Sarasota, FL
  • 04/2018 → Present
    Thrivent Investment Management Inc
    Heathrow, FL
  • 05/2018 → 09/2018
    Thrivent Financial
    Appleton, WI
  • 09/2018 → Present
    Thrivent Financial
    Appleton, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-28
  • S66 Uniform Combined State Law Examination
    2018-06-28

View on SEC IAPD

Other Firms

CPA INVESTMENT SOLUTIONS, INC.
EDWARD JONES
HENDRICKS WEALTH AND ESTATE MANAGEMENT
OSAIC WEALTH, INC.
ACCURATE WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BASE WEALTH MANAGEMENT
RETIREMENT MONEY MANAGEMENT

Other Investors

ANGELA ROBIN HILLIARD DYCHES
Kevin St John
Thomas Donald Anderson
JOHNATHAN RYAN HENDRIX
MEREDITH BAKER FREEMAN
RICHARD MANANSALA MANANKIL
CHRISTOPHER D'ANDREA
LARRY J WOODRUFF

Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

More in Sarasota, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor