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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-11-15 |
| OK | RA | APPROVED | 2024-11-07 |
| TX | RA | APPROVED | 2024-11-05 |
Branch Locations
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
Longview, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 05/2024 | 07/2024 |
| North East Isd | San Antonio | TX | 08/2023 | 05/2024 |
| Northside Isd | San Antonio | TX | 08/2019 | 08/2023 |
| Pennsylvania State University | University Park | PA | 08/2017 | 08/2019 |
| Texas A&M University | College Station | TX | 08/2013 | 08/2017 |
| Thrivent Financial | Appleton | WI | 10/2024 | Present |
| Thrivent Investment Management Inc | Minneapolis | MN | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-04 |
| S65 | Uniform Investment Adviser Law Examination | 2024-07-12 |
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