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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-05-06 |
Branch Locations
5404 Nw 88Th Street, Johnston, IA 50131-1721 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | West Des Moines | IA | 06/2004 | 05/2024 |
| Paragon It Services | Des Moines | IA | 02/2022 | 05/2022 |
| Thrivent Investment Management Inc | Johnston | IA | 05/2024 | Present |
| Thrivent Financial | Appleton | WI | 08/2024 | 02/2025 |
| Thrivent Financial | Appleton | WI | 02/2025 | Present |
MT. CALVARY LUTHERAN CHURCH POSITION: Congregational President NATURE: Mt. Calvary Lutheran Church, religious, LCMS INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2024 ADDRESS: 2214 E 2nd Ave, Indianola IA 50125, United States DESCRIPTION: I am the congregational president. Running board meetings, non-voting role, that impact the day-to-day and financial role of the church. SCOUT TROOP 30 POSITION: Committee Chairman NATURE: Scouting America Troop 30, chartered under the American Legion Post 562 (Cumming, IA). Volunteer organization teaching youth life skills. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 10/25/2023 ADDRESS: 113 N 44th St, Cumming IA 50061, United States DESCRIPTION: Providing guidance and direction for the Troop leadership and ensuring that the troop has the resources available to provide a safe learning environment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-09 |
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