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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-19 |
| CA | RA | APPROVED | 2024-08-02 |
Branch Locations
3333 East Concours Street, Suite 8100, Ontario, CA 91764 • United States
600 Portland Avenue South, Minneapolis, MN 55415 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| San Marcos High School | San Marcos | CA | 08/2015 | 07/2019 |
| University Of Redlands | Redlands | CA | 08/2019 | 04/2023 |
| Thrivent Advisor Network, Llc D/B/A Concours Capital Advisors | Ontario | CA | 01/2023 | Present |
| Boys And Girls Club At Bressi Ranch | Carlsbad | CA | 06/2018 | 08/2019 |
| The Crossings At Carlsbad | Carlsbad | CA | 08/2020 | 08/2021 |
| Pks Investments | Albany | NY | 12/2023 | 06/2024 |
| Younglife | Redelands | CA | 09/2022 | 04/2023 |
| Thrivent Investment Management Inc | Ontario | CA | 06/2024 | Present |
FIXED INSURANCE SALES POSITION: Insurance Producer NATURE: Selling/Servicing fixed insurance contract(s). INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2024 ADDRESS: 3333 E Concours St, Ontario CA 91764, United States DESCRIPTION: Selling/Servicing fixed insurance contract(s) IEFC, LLC POSITION: Vice President, Partner NATURE: LLC is established for the expenses for TAN/TIMI business INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2025 ADDRESS: 3333 E. Concours St, STE 8100, Ontario CA 91764, United States DESCRIPTION: Overseeing finances of the LLC and making hiring decisions for Concours Capital Advisors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-29 |
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