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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-17 |
| OH | RA | APPROVED | 2024-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forrester Research | Cambridge | MA | 09/2022 | 06/2024 |
| Pacers Sports And Entertainment | Indianapolis | IN | 07/2016 | 09/2022 |
| Thrivent Investment Management | Tipp City | OH | 06/2024 | Present |
| Thrivent Financial | Appleton | WI | 07/2024 | 01/2025 |
| Thrivent Financial | Appleton | WI | 01/2025 | Present |
BEAT THE STREETS MIAMI VALLEY POSITION: Vice President NATURE: Beat the Streets Miami Valley is a new non-profit organization that is dedicated to helping underprivileged youth through sports, academics, and faith. Our goal is to inspire middle school aged kids to reach their goals when they may not have the resources or guidance to otherwise. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2025 ADDRESS: 533 Bright Ave, Apt 1, Vandalia OH 45377, United States DESCRIPTION: Assisting with planning and executing our strategy to achieve the goals guided by our mission statement. BREAK AWAY SPORTS OHIO POSITION: Vice President NATURE: Break Away Sports Ohio is a new non-profit organization that is dedicated to helping underprivileged youth through sports, academics, and faith. Our goal is to inspire middle school aged kids to reach their goals when they may not have the resources or guidance to otherwise. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2025 ADDRESS: 533 Bright Ave, Apt 1, Vandalia OH 45377, United States DESCRIPTION: Assisting with planning and executing our strategy to achieve the goals guided by our mission statement. TIPP CITY ROTARY POSITION: Vice President NATURE: The mission statement of Rotary National is " Rotary is a global network of more than 1.2 million neighbors, friends, leaders, and problem-solvers who see a world where people unite and take action to create lasting change - across the globe, in our communities, and in ourselves." INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/09/2026 ADDRESS: 4 South 3rd St, Tipp City OH 45371, United States DESCRIPTION: Primary job of the Vice President is to prepare the weekly newsletter that goes out and help set up and clean up our weekly meeting.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-06 |
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