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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-05-16 |
| OK | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED | 2025-05-15 |
| CA | RA | APPROVED | 2024-03-11 |
Branch Locations
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lotos Learning | Simi Valley | CA | 11/2020 | 02/2024 |
| Farmers Insurance Agency | Thousand Oaks | CA | 06/2018 | 10/2020 |
| University Of California Riverside | Riverside | CA | 09/2014 | 06/2018 |
| Wyzant | Remote | CA | 06/2014 | 11/2020 |
| Thrivent Investment Management Inc | Glendale | CA | 02/2024 | Present |
| Thrivent Financial | Appleton | WI | 02/2024 | 07/2024 |
| Thrivent Financial | Appleton | WI | 07/2024 | 05/2025 |
| Thrivent Financial | Appleton | WI | 05/2025 | Present |
LOTOS LEARNING POSITION: Owner/Tutor NATURE: One-on-one math and science tutoring INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2020 ADDRESS: 343 Loire Valley, Simi Valley CA 93065, United States DESCRIPTION: Tutor clients who call in for help. On the board, submit meeting notes and oversee daily business operations. EXOTIC CAR TRADERS POSITION: Photographer NATURE: Selling cars, I just take the photos of the cars and the company sells them. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2023 ADDRESS: 1205 NE Ninth Ave, Fort Lauderdale FL 33304, United States DESCRIPTION: Take photos of cars and send them to the company
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-08-10 |
| S65 | Uniform Investment Adviser Law Examination | 2023-07-20 |
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