DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at THRIVENT INVESTMENT MANAGEMENT INC.
Tucson, AZ
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 | Dec 24, 2025 | n/a | yes | Tucson, AZ | Current employment |
| WELLSPRING FINANCIAL PARTNERS | Former SEC adviser | Sep 24, 2025 | Nov 7, 2025 | no | TUCSON, AZ | Previous registration |
| Lido | Independent wealth | Jun 16, 2025 | Aug 22, 2025 | no | LOS ANGELES, CA|SCOTTSDALE, AZ | Previous registration |
| COPPERWYND FINANCIAL | Former SEC adviser | Oct 28, 2024 | Jul 25, 2025 | no | SCOTTSDALE, AZ | Previous registration |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Oct 19, 2022 | Sep 24, 2024 | no | SCOTTSDALE, AZ | Previous registration |
| JOURNEY ADVISORY GROUP, LLC | Independent wealth | Jan 2, 2020 | Sep 12, 2022 | no | TEMPLE, TX | Previous registration |
| CHANNEL ISLANDS GROUP | Former SEC adviser | Sep 28, 2016 | Feb 3, 2020 | no | TEMPLE, TX|COVINGTON, KY | Previous registration |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | Former SEC adviser | Jul 6, 2016 | Sep 1, 2016 | no | Temple, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLSPRING FINANCIAL PARTNERS | THRIVENT INVESTMENT MANAGEMENT INC. | Nov 7, 2025 | Dec 24, 2025 | 47 | Firm change | RIA to ibd |
| Lido | WELLSPRING FINANCIAL PARTNERS | Aug 22, 2025 | Sep 24, 2025 | 33 | Firm change | RIA to RIA |
| COPPERWYND FINANCIAL | Lido | Jul 25, 2025 | Jun 16, 2025 | -39 | Firm change after gap | RIA to RIA |
| VANGUARD ADVISERS, INC. | COPPERWYND FINANCIAL | Sep 24, 2024 | Oct 28, 2024 | 34 | Firm change | Ibd to RIA |
| JOURNEY ADVISORY GROUP, LLC | VANGUARD ADVISERS, INC. | Sep 12, 2022 | Oct 19, 2022 | 37 | Firm change | RIA to ibd |
| CHANNEL ISLANDS GROUP | JOURNEY ADVISORY GROUP, LLC | Feb 3, 2020 | Jan 2, 2020 | -32 | Firm change after gap | RIA to RIA |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | CHANNEL ISLANDS GROUP | Sep 1, 2016 | Sep 28, 2016 | 27 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 143442:269866:AZ:2025-07-25 | Jul 25, 2025 | Jun 16, 2025 | SCOTTSDALE, AZ | Firm change after gap |
| 168868:171919:KY:2020-02-03 | Feb 3, 2020 | Jan 2, 2020 | COVINGTON, KY | Firm change after gap |