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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-16 |
| FL | RA | APPROVED | 2023-10-09 |
Branch Locations
167 S Edinburgh Dr, Winter Park, FL 32792 • United States
Orlando, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adams Homes | Orlando | FL | 07/2022 | 07/2023 |
| Kingdom Kids Development Center | Orlando | FL | 10/2020 | 07/2022 |
| Abraham Legacy Realty | Orlando | FL | 11/2017 | 10/2020 |
| American College Of Pediatricians | Gainesville | FL | 05/2015 | 08/2019 |
| Thrivent Investment Management Inc | Winter Park | FL | 07/2023 | Present |
| Thrivent Financial | Appleton | WI | 08/2023 | 01/2024 |
| Thrivent Financial | Appleton | WI | 01/2024 | Present |
EARLY LEARNING CONNECTIONS INC POSITION: Board Member NATURE: Non-profit organization, child care facility, serves children and families in low-income area, also serves as a community liaison to resources and services. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2025 ADDRESS: 1102 26 street, orlando FL 32805, United States DESCRIPTION: Providing input as a parent of a child who attends the childcare center. ENTERPRISING BLACK ORLANDO POSITION: inaugural board member NATURE: Enterprising Black Orlando (EBO) is a community-driven initiative focused on advancing racial economic equity and building generational wealth by strengthening Black-owned businesses and entrepreneurs across Central Florida. The organization connects resources, removes barriers, and fosters collaboration to create a more inclusive and thriving regional economy. EBO is not yet an officially registered nonprofit, but once IRS recognition is complete, I have been invited to serve as an inaugural board member. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 11/04/2025 ADDRESS: unknown, Orlando FL 32801, United States DESCRIPTION: In this role, I will serve in an advisory and community engagement capacity, offering insight on financial education, resource development, and strategic initiatives that support the organization's mission. I will not provide investment advice, manage funds, or conduct any securities- or insurance-related business in this capacity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-05 |
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