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Max Logan Levy

Thrivent Investment Management Inc.

Burbank, CA

Minneapolis, MN

CRD 7884671

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Employer firm

Thrivent Investment Management Inc. CRD 18387

$20.8B regulatory AUM 84,100 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Thrivent Investment Management Inc.

600 Portland Avenue South, Minneapolis, MN 55415 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-12-10
OK RA APPROVED 2025-12-04
TX RA APPROVED 2025-12-04
CA RA APPROVED 2025-11-28
  • DC RA
    APPROVED
    Since 2025-12-10
  • OK RA
    APPROVED
    Since 2025-12-04
  • TX RA
    APPROVED
    Since 2025-12-04
  • CA RA
    APPROVED
    Since 2025-11-28

Branch Locations

Burbank, CA • United States

600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company Glendale CA 04/2024 09/2025
Unemployed Burbank CA 02/2024 04/2024
Bishop Gold Group Los Angles CA 09/2022 02/2024
Unemployed Burbank CA 06/2022 09/2022
University Of California - Riverside Riverside CA 09/2018 06/2022
Unemployed Woodland Hills CA 06/2018 09/2018
Student - Sierra Canyon School Chatsworth CA 09/2004 06/2018
Nylife Securities Llc Glendale CA 08/2024 09/2025
Thrivent Investment Management Inc Minneapolis MN 10/2025 Present
Thrivent Financial Appleton WI 09/2025 Present
  • 04/2024 → 09/2025
    New York Life Insurance Company
    Glendale, CA
  • 02/2024 → 04/2024
    Unemployed
    Burbank, CA
  • 09/2022 → 02/2024
    Bishop Gold Group
    Los Angles, CA
  • 06/2022 → 09/2022
    Unemployed
    Burbank, CA
  • 09/2018 → 06/2022
    University Of California - Riverside
    Riverside, CA
  • 06/2018 → 09/2018
    Unemployed
    Woodland Hills, CA
  • 09/2004 → 06/2018
    Student - Sierra Canyon School
    Chatsworth, CA
  • 08/2024 → 09/2025
    Nylife Securities Llc
    Glendale, CA
  • 10/2025 → Present
    Thrivent Investment Management Inc
    Minneapolis, MN
  • 09/2025 → Present
    Thrivent Financial
    Appleton, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-26
S63 Uniform Securities Agent State Law Examination 2024-09-20
  • S66 Uniform Combined State Law Examination
    2025-11-26
  • S63 Uniform Securities Agent State Law Examination
    2024-09-20

View on SEC IAPD

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