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Advisor at THRIVENT INVESTMENT MANAGEMENT INC.
Thomaton, GA | MINNEAPOLIS, MN
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 | Jul 24, 2026 | n/a | yes | MINNEAPOLIS, MN|Thomaton, GA | Current employment |
| WEALTH INTELLIGENCE, LLC | Independent wealth | Dec 5, 2024 | Mar 10, 2026 | no | COLUMBUS, GA | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Mar 11, 2024 | Jan 6, 2025 | no | Zebulon, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTH INTELLIGENCE, LLC | THRIVENT INVESTMENT MANAGEMENT INC. | Mar 10, 2026 | Jul 24, 2026 | 136 | Firm change | RIA to ibd |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | WEALTH INTELLIGENCE, LLC | Jan 6, 2025 | Dec 5, 2024 | -32 | Firm change after gap | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:333253:GA:2025-01-06 | Jan 6, 2025 | Dec 5, 2024 | ZEBULON, GA | Firm change after gap |