DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at THRIVENT INVESTMENT MANAGEMENT INC.
Belmont, NC | CHARLOTTE, NC
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 4, 2024 | n/a | yes | Belmont, NC|CHARLOTTE, NC | Current employment |
| CHOREO, LLC | Independent wealth | Feb 13, 2023 | Jul 22, 2024 | no | ROCKFORD, IL|CHARLOTTE, NC | Previous registration |
| GREERWALKER WEALTH LLC | Former SEC adviser | Jul 1, 2021 | Feb 9, 2023 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHOREO, LLC | THRIVENT INVESTMENT MANAGEMENT INC. | Jul 22, 2024 | Nov 4, 2024 | 105 | Firm change | RIA to ibd |
| GREERWALKER WEALTH LLC | CHOREO, LLC | Feb 9, 2023 | Feb 13, 2023 | 4 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 118154:111221:NC:2023-02-09 | Feb 9, 2023 | Feb 13, 2023 | CHARLOTTE, NC | Firm change |