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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heart & Soul Agency | Las Vegas | NV | 01/2023 | 12/2024 |
| Unlv | Las Vegas | NV | 01/2022 | 08/2024 |
| Kbr | Kuwaut | 12/2018 | 01/2022 | |
| Nevada National Guard | Las Vegas | NV | 10/2009 | 05/2023 |
| Thrivent Investment Management Inc | Las Vegas | NV | 10/2023 | Present |
| Thrivent Financial | Appleton | WI | 12/2024 | 04/2025 |
| Thrivent Financial | Appleton | WI | 04/2025 | Present |
HEART AND SOUL AGENCY LLC / AMERICAN MARKETING ADMINSITRATORS POSITION: Insurance Broker NATURE: Heart and Soul Agency LLC / American Marketing Administrators are agencies (FMO) owned not by me. I am only contracted with those agencies as a Broker. I have individual contracts with insurance companies as a broker. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/09/2023 ADDRESS: 2250 E. Tropicana Ave, Ste 4, Las Vegas NV 89119, United States DESCRIPTION: Health Insurance Broker
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-15 |
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