Thomas Kopelman

Current Employers

Employment History

• 01/2017 → 06/2018
  Butler Consulting Group
  Indianapolis, IN
• 06/2018 → 07/2019
  Thrivent Financial
  Indianapolis, IN
• 06/2017 → 08/2017
  Eli Lilly And Company
  Indianapolis, IN
• 08/2015 → 05/2018
  Butler University
  Indianapolis, IN
• 03/2019 → 07/2019
  Thrivent Investment Management Inc.
  Indianapolis, IN
• 07/2019 → 06/2020
  Thrivent Financial
  Appleton, WI
• 06/2020 → 08/2021
  Rl Wealth Management Dba Rls Wealth Management
  Fishers, IN
• 08/2021 → Present
  Piertree Llc (Dba Allstreet Wealth)
  Carmel, IN
• 08/2021 → 12/2023
  Piertree Projects Llc
  Kansas City, MO
• 05/2023 → Present
  Wealth.cOm
  Phoenix, AZ
• 08/2022 → Present
  Allstreet Academy Llc
  Kansas City, MO
• 09/2023 → Present
  Sora Finance
  San Francisco, CA
• 01/2024 → Present
  Self-Employed
  Carmel, IN
• 08/2023 → Present
  Miracle Mile Advisors Llc
  Los Angeles, CA

Previous Registrations

• 2020-06-02 → 2022-01-04
  Santiago.LIfe
  Fishers, IN
• 2019-06-27 → 2020-06-03
  Thrivent Investment Management Inc.
  Carmel, IN

Other Businesses

1) AllStreet Academy LLC; not investment-related; 445 Mariposa Trail, Carmel, IN 46032; educational courses; Co-Owner; 8/2022; 2 hours/month devoted; 0 hours/month devoted during securities trading hours; building courses and templates for individuals and advisers. 2) Miracle Mile Advisors LLC; investment-related; 11300 West Olympic Boulevard, Suite 800, Los Angeles, CA 90064; financial planning services; Promoter; 8/2023; 5 hours/month devoted; 5 hours/month devoted during securities trading hours; referring clients to firm and providing financial planning. 3) Self-employed; not investment-related; 445 Mariposa Trail, Carmel, IN 46032; consulting services; Consultant; 1/2024; 1 hours/month devoted; 0 hours/month devoted during securities trading hours; consulting for other advisers on marketing, operations, and business development. 4) Sora Finance; not investment-related; 1007 General Kennedy Avenue, Suite 3, San Francisco, CA 94129; consulting services; Strategic Adviser; 9/2023; 0 hours/month devoted; 0 hours/month devoted during securities trading hours; equity holder without firm responsibilities. 5) Wealth.com; not investment-related; 2425 East Camelback Road, Suite 150, Phoenix, AZ 85016; estate planning software; Head of Community; 5/2023; 5 hours/month devoted; 5 hours/month devoted during securities trading hours; hosting a podcast, leading the advisor council, and helping strategize for product and marketing.

Exams

• S66 Uniform Combined State Law Examination
  2019-06-26