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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-07-25 |
| TX | RA | APPROVED | 2021-10-15 |
| MS | RA | APPROVED | 2020-09-15 |
Branch Locations
5293 Getwell Rd, Southaven, MS 38672 • United States
116 N Main Street, Altamont, IL 62411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Favero Agency | Martinsville | IL | 02/2018 | 07/2020 |
| Carlisle School | Axton | VA | 08/2011 | 05/2019 |
| Horace Mann Companies | Springfield | IL | 02/2018 | 07/2020 |
| Horace Mann Investors, Inc | Springfield | IL | 07/2018 | 07/2020 |
| Thrivent Investment Management Inc | Southaven | MS | 07/2020 | Present |
| Thrivent Financial | Appleton | WI | 07/2020 | 12/2020 |
| Thrivent Financial | Appleton | WI | 12/2020 | Present |
PERSONAL SOCCER COACH POSITION: Soccer Coach NATURE: Train girls in soccer on occasion for Lobos Soccer club or as a personal trainer INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2020 ADDRESS: 6093 Shadow Oaks Cove S, Olive Branch MS 38654, United States DESCRIPTION: On occasion train girls in soccer through out the year. DESOTO COUNTY ECONOMIC DEVELOPMENT COUNCIL POSITION: Organizer NATURE: Seeking to run Bridging the Gap Career Expo for all 10th graders in the area. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2023 ADDRESS: 4716 Pepper Chase Drive, Southaven MS 38672, United States DESCRIPTION: DeSoto County Economic Development Council seeks to further jobs and opportunies in DeSoto County for development and bringing businesses to the area. Looking to coordinate a two day event that is held in October to expose students to opportunies and careers outside of four year education route.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-18 |
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