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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-20 |
Branch Locations
1777 Tamiami Trail, Port Charlotte, FL 33948 • United States
4801 Swift Rd, Sarasota, FL 34231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bayside Community Church | Parrish | FL | 02/2016 | 02/2025 |
| Starbucks | Parrish | FL | 03/2018 | 10/2022 |
| Instacart | Parrish | FL | 01/2021 | 12/2021 |
| Stewart. Signs | Sarasota | FL | 01/2014 | 03/2018 |
| Thrivent Investment Management Inc | Minneapolis | MN | 03/2024 | Present |
| Thrivent Financial | Appleton | WI | 01/2025 | 08/2025 |
| Thrivent Financial | Appleton | WI | 08/2025 | 09/2025 |
| Thrivent Financial | Appleton | WI | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-18 |
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