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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-10-04 |
| DC | RA | APPROVED | 2019-07-23 |
| OK | RA | APPROVED | 2019-06-28 |
| TX | RA | APPROVED_RES | 2019-06-28 |
| CO | RA | APPROVED | 2019-06-06 |
Branch Locations
701 Xenia Ave. S. Suite 550, Golden Valley, MN 55416 • United States
9250 E Costilla Ave, Greenwood Village, CO 80112 • United States
Parker, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Agh Capital, Llc | Castle Pines | CO | 10/2014 | 09/2017 |
| Independent Financial Group, Llc | Englewood | CO | 04/2017 | 06/2017 |
| Unemployed | Castle Pines | CO | 06/2016 | 03/2017 |
| Unemployed | Castle Pines | CO | 07/2017 | 09/2017 |
| Silverhawk Asset Management, Llc | Scottsdale | AZ | 09/2017 | 05/2019 |
| Thrivent Investment Managment Inc | Golden Valley | MN | 06/2019 | Present |
| Thrivent Financial | Appleton | WI | 06/2019 | Present |
SUMMIT BUSINESS ADVISORS LLC POSITION: President - single member/manager NATURE: LLC will stay in place but will not be used. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/22/2019 ADDRESS: 5167 Moonlight Way, Parker CO 80134, United States DESCRIPTION: Potential future activities; 1. Business operations and consulting. 2. Executive functions 3. Coaching and mentoring
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-04-09 |
| S65 | Uniform Investment Adviser Law Examination | 1999-04-09 |
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