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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-03-29 |
Branch Locations
19950 Dodd Blvd, Lakeville, MN 55044 • United States
Lakeville, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Bloomington | MN | 10/2003 | 12/2020 |
| Wells Fargo Bank | Minneapolis | MN | 06/1992 | 12/2020 |
| Thrivent Investment Management Inc | Lakeville | MN | 12/2020 | Present |
| Thrivent Financial | Appleton | WI | 01/2021 | 06/2021 |
| Thrivent Financial | Appleton | WI | 06/2021 | Present |
FLORIDA RENTAL PROPERTY POSITION: Owner NATURE: Rental condo in Ft Myers, Florida INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/31/2024 ADDRESS: 11631 Marino Ct #807, Ft Myers FL 33908, United States DESCRIPTION: As the owner of the property, I am responsible for the upkeep. The property manager is responsible for finding a tenant, collecting rent, and reporting tax/income information for rents received. I will be using the property for my personal use when it is not being rented.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-25 |
| S65 | Uniform Investment Adviser Law Examination | 2000-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-16 |
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