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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2022-01-13 |
| TX | RA | APPROVED | 2022-01-03 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities, Llc | Plano | TX | 03/2018 | 09/2018 |
| Lyft | Allen | TX | 01/2018 | 01/2019 |
| New York State Common Retirement Fund | Albany | NY | 01/2015 | 12/2016 |
| Ebay - Designbolt | Allen | TX | 11/2003 | 01/2019 |
| Secrets Vodka Llc | Allen | TX | 01/2011 | 01/2019 |
| Thrivent Investment Management Inc | Allen | TX | 11/2018 | Present |
| Thrivent Financial | Appleton | WI | 01/2019 | 02/2019 |
| Thrivent Financial | Appleton | WI | 02/2019 | Present |
EBAY - DESIGNBOLT POSITION: Sole Proprietor NATURE: Purchase and resell used car parts on eBay. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/04/2003 ADDRESS: 3019 Trailwood Dr., McKinney TX 75070, United States DESCRIPTION: Buying and selling of used car parts .Listed items automatically relist in 30 day increments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-05 |
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