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500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-02-05 |
Branch Locations
4600 S Syracuse St #100, Denver, CO 80237 • United States
500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Target | Boulder | CO | 02/2022 | 06/2024 |
| Target | Bismarck | ND | 03/2019 | 02/2022 |
| Target | Grand Forks | ND | 07/2016 | 03/2019 |
| Thrivent Investment Mangement Inc | Greenwood Village | CO | 03/2024 | 01/2025 |
| Thrivent Financial | Appleton | WI | 06/2024 | 12/2024 |
| Thrivent Financial | Appleton | WI | 01/2025 | 01/2025 |
| Strategic Wealth Designers | Denver | CO | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-06 |
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