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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-10-08 |
| DC | RA | APPROVED | 2024-09-03 |
| OK | RA | APPROVED | 2023-12-15 |
| TX | RA | APPROVED | 2023-11-22 |
Branch Locations
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
Colfax, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 11/2019 | 08/2023 |
| Chick-Fil-A | Southlake | TX | 08/2019 | 11/2019 |
| New Day Church | Southlake | TX | 09/2018 | 08/2019 |
| Meten English - Likeshuo | Irvine | CA | 10/2018 | 12/2018 |
| Allied Aviation Dfw | Dallas | TX | 06/2017 | 09/2018 |
| Olive Garden | Arlington | TX | 04/2017 | 06/2017 |
| Self-Employed | Arlington | TX | 12/2016 | 04/2017 |
| Isle At Watercrest | Mansfield | TX | 07/2016 | 12/2016 |
| Unemployed | Justin | TX | 08/2023 | 10/2023 |
| Thrivent Investment Management Inc | Minneapolis | MN | 10/2023 | Present |
| Thrivent Financial | Appleton | WI | 10/2023 | 04/2024 |
| Thrivent Financial | Appleton | WI | 04/2024 | 08/2024 |
| Thrivent Financial | Appleton | WI | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-03 |
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