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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 02/2023 | 10/2024 |
| Selectquote | Gilbert | AZ | 07/2022 | 01/2023 |
| Newfold Digital | Tempe | AZ | 11/2014 | 07/2022 |
| Bank Of America N.A. | Chandler | AZ | 04/2023 | 10/2024 |
| Thrivent Investment Management Inc | Chandler | AZ | 10/2024 | Present |
| Thrivent Financial | Appleton | WI | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-05 |
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