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12726 Coldwater Road, Fort Wayne, IN 46845 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concordia Lutheran High School | Fort Wayne | IN | 07/2016 | 10/2018 |
| Thrivent Investmenet Management Inc | Hoagland | IN | 03/2018 | 07/2020 |
| Thrivent Financial | Appleton | WI | 10/2018 | 07/2020 |
| Thrivent Advisor Network, Llc | Hoagland | IN | 07/2020 | 06/2022 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 06/2022 | 02/2024 |
| Thrivent Advisor Network D/B/A Passage Wealth | Hoagland | IN | 06/2022 | 02/2024 |
| Wealth Advisors Group | Fort Wayne | IN | 02/2024 | Present |
1) Rental Property; Investment related; 3064 Liberty St., Daytona Beach, Florida 32118; Short term vacation rental property; Owner; 08/01/2021; 5-10 hrs/mo; 1-2 hrs during trading; Customer service to renters. Liason to third party relationships (cleaners, handyman, lawncare, pool service, etc.); Monthly rental income profits 2) Fixed Insurance; Investment related; Office of Employment Address; Fixed / Traditional Insurance; Agent; 06/2020; 10 hrs/mo; 10 hrs during trading; Sales of fixed / traditional insurance products 3) Northeast Christian Church; Not Investment Related; 4900 Stelhorn Rd, Ft. Wayne IN 46815; Non Profit Volunteer at Church; Deacon of Stewardship Team; 11/1/2022; 5 hrs/mo; 0 during trading; Oversee expense reports, budget, insurance, pushpay for online giving, reviewing credit card statements, make sure employees get W-2's. 4) I host a Podcast called 2300 Reasons Why. I spend about 2-5 hours per month on it and it could all be during trading hours. I am the owner. This start in 9/22/2022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-16 |
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