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Advisor at THRIVENT INVESTMENT MANAGEMENT INC.
AUBURN, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| THRIVENT INVESTMENT MANAGEMENT INC. | Bd affiliated wealth | Nov 20, 2025 | n/a | yes | AUBURN, WA | Current employment |
| Acorns | Independent wealth | Nov 19, 2021 | Sep 30, 2025 | no | IRVINE, CA|Pocatello, ID | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Oct 29, 2019 | Apr 8, 2021 | no | REDDING, CA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Dec 19, 2018 | Apr 25, 2019 | no | AMERICAN FORK, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Acorns | THRIVENT INVESTMENT MANAGEMENT INC. | Sep 30, 2025 | Nov 20, 2025 | 51 | Firm change | RIA to ibd |
| J.P. MORGAN SECURITIES LLC | Acorns | Apr 8, 2021 | Nov 19, 2021 | 225 | Firm change | Wirehouse to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | J.P. MORGAN SECURITIES LLC | Apr 25, 2019 | Oct 29, 2019 | 187 | Firm change | Ibd to wirehouse |