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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-12-09 |
Branch Locations
1174 Stoneridge Dr., Bozeman, MT 59718 • United States
Bozeman, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Georgia Family Insurance Agency | Kennesaw | GA | 01/2023 | 04/2024 |
| Montana State University | Bozeman | MT | 01/2022 | 01/2023 |
| Montana State University | Bozeman | MT | 06/2017 | 12/2021 |
| Mira Costa High School | Manhattan Beach | CA | 08/2013 | 06/2017 |
| Thrivent Investment Management Inc | Bozeman | MT | 06/2024 | Present |
| Thrivent Financial | Appleton | WI | 07/2024 | 04/2025 |
| Thrivent Financial | Appleton | WI | 04/2025 | Present |
VOLUNTEER VOLLEYBALL COACH POSITION: Volunteer Assistant Coach NATURE: I am a volunteer assistant coach for Bozeman High School's volleyball team. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/10/2024 ADDRESS: 205 N 11th Ave, Bozeman MT 59715, United States DESCRIPTION: I attend practices and home matches and give coaching instruction to the volleyball athletes representing Bozeman High School. MONTANA STATE VOLLEYBALL CAMP COACH POSITION: Camp Coach NATURE: Help support Montana State's Volleyball camps by being a coach for a few days out of each summer. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2025 ADDRESS: #1 Bobcat Circle Brick Breeden Fieldhouse, PO Box 173380, Bozeman MT 59717, United States DESCRIPTION: I will be coaching middle school - high school aged females for a few days in the summer on Montana State's campus. This camp is being hosted by the Montana State Volleyball team that I was a part of in college. VOLLEYBALL COACH POSITION: Coach NATURE: I work with athletes one on one to help them improve and excel in the sport of volleyball. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 07/09/2018 ADDRESS: 4389 Brookside Ln, Unit A, Bozeman MT 59718, United States DESCRIPTION: Typically lesson sessions are 1 hour long. When I have more than one athlete, we go over an hour from time to time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-05 |
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