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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-11-06 |
Branch Locations
1411 Opus Place, Downers Grove, IL 60515 • United States
Wheaton, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Wood Community College | Quincy | IL | 07/2017 | 07/2023 |
| Expect Extraordinary, Inc. | Pittsfield | IL | 02/2014 | 01/2021 |
| Thrivent Investment Management Inc. | Downers Grove | IL | 08/2023 | Present |
| Thrivent Financial | Appleton | WI | 09/2023 | 03/2024 |
| Thrivent Financial | Appleton | WI | 03/2024 | Present |
PUBLIC SPEAKER POSITION: Public Speaker/Presenter NATURE: Freelance public speaker on disability topics and facilitator of disability-related planning sessions INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/23/2024 ADDRESS: N/A, Wheaton IL 60187, United States DESCRIPTION: Public speaker on disability-related topics from a parent and advocate perspective; most often speaking to parent and provider groups and at disability conferences; Facilitator of PATH and MAPS process for future planning for individuals with disabilities and their circles of support. Speaking topics may include holding high expectations, facilitating best practice in person-centered planning, advocating for full inclusion, and sharing a parent perspective related to persons with developmental disabilities. Discussions do not include insurance or financial related topics. ACCES$ POSITION: Personal Support Worker NATURE: Fiscal Intermediary providing payment for Personal Support Workers for persons with developmental disabilities INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2025 ADDRESS: 7820 Graphics Drive, Suite 200, Tinley Park IL 60477, United States DESCRIPTION: Provide individualized support for person with developmental disabilities in their home and community
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-03 |
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