DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Thrivent Investment Management Inc.
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael George Trudeau | Thrivent Investment Management Inc. BD affiliated | Strategic Wealth Group independent RIA | Affiliated broker-dealer or bank to independent RIA | May 2, 2025 | May 1, 2025 |
| Matthew John Merrick | Thrivent Investment Management Inc. BD affiliated | Strategic Wealth Group independent RIA | Affiliated broker-dealer or bank to independent RIA | May 2, 2025 | May 1, 2025 |
| Benjamin John Prchal | Thrivent Investment Management Inc. BD affiliated | Strategic Wealth Group independent RIA | Affiliated broker-dealer or bank to independent RIA | May 2, 2025 | May 1, 2025 |
| Keegan Colangelo | Thrivent Investment Management Inc. BD affiliated | Gibbs Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 1, 2025 | May 5, 2025 |
| William Andrew Frerking | Thrivent Investment Management Inc. BD affiliated | Georgia Advisory Group LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 29, 2025 | May 5, 2025 |
| Rachel F Linn | Thrivent Investment Management Inc. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Apr 25, 2025 | Jun 23, 2025 (59 d) |
| Paul Michael Ridley | Thrivent Investment Management Inc. BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 23, 2025 | Jul 30, 2025 (98 d) |
| Jason Hotzler | Thrivent Investment Management Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 23, 2025 | Apr 22, 2025 |
| Patrick R Wheeler | Thrivent Investment Management Inc. BD affiliated | T. Rowe Price Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 23, 2025 | May 14, 2025 |
| Daniel William Hinch | Thrivent Investment Management Inc. BD affiliated | Frost Investment Services BD affiliated | Affiliated broker-dealer or bank to another | Apr 22, 2025 | Apr 24, 2025 |
| Chad Douglas Brennan | Thrivent Investment Management Inc. BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 22, 2025 | Aug 15, 2025 (115 d) |
| Santiago Daniel Mizrahi | Thrivent Investment Management Inc. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 22, 2025 | May 28, 2026 (401 d) |
| Garet Haynes | Thrivent Investment Management Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 16, 2025 | Jul 22, 2025 (97 d) |
| Michael Alfred Mcglinsky | Thrivent Investment Management Inc. BD affiliated | First Citizens Investor Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2025 | Apr 2, 2025 |
| Elizabeth Marie Odegaard | Thrivent Investment Management Inc. BD affiliated | 49 Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 1, 2025 | Apr 29, 2025 |
| Jacob Wilson | Thrivent Investment Management Inc. BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 31, 2025 | Mar 27, 2025 |
| Michael James Williams | Thrivent Investment Management Inc. BD affiliated | Equitable Advisors, LLC national BD | Affiliated broker-dealer or bank to another | Mar 28, 2025 | Jul 28, 2025 (122 d) |
| Jessica Rene Gruver Koefod | Thrivent Investment Management Inc. BD affiliated | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 27, 2025 | Apr 1, 2025 |
| Jason Sterling Friese | Thrivent Investment Management Inc. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Mar 26, 2025 | Apr 21, 2025 |
| Blaine Tucker | Thrivent Investment Management Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 25, 2025 | Mar 24, 2025 |
| Jose C. Garcia | Thrivent Investment Management Inc. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Mar 24, 2025 | May 6, 2025 (43 d) |
| Jasmin Marie Watkins | Thrivent Investment Management Inc. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 24, 2025 | Jun 9, 2025 (77 d) |
| Joshua Roberts | Thrivent Investment Management Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 21, 2025 | Aug 19, 2025 (151 d) |
| Courtney Lee Saul | Thrivent Investment Management Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 20, 2025 | May 19, 2025 (60 d) |
| Devon Blair | Thrivent Investment Management Inc. BD affiliated | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 19, 2025 | Mar 18, 2025 |
| Jason Paul Obermeier | Thrivent Investment Management Inc. BD affiliated | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 19, 2025 | Mar 18, 2025 |
| Thomas Anthony Purpura | Thrivent Investment Management Inc. BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 17, 2025 | Jun 2, 2025 (77 d) |
| Yun Tong | Thrivent Investment Management Inc. BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Mar 17, 2025 | Mar 19, 2025 |
| Armand Fraidany | Thrivent Investment Management Inc. BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Mar 17, 2025 | Aug 22, 2025 (158 d) |
| Jennifer Smalley | Thrivent Investment Management Inc. BD affiliated | Wickham Financial & Insurance Services independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 14, 2025 | Nov 6, 2025 (237 d) |
| Anna Marie Morrison | Thrivent Investment Management Inc. BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Mar 14, 2025 | Apr 7, 2025 |
| Michael Pacheco | Thrivent Investment Management Inc. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Mar 14, 2025 | Mar 24, 2025 |
| Luke Matthew Butlig | Thrivent Investment Management Inc. BD affiliated | State Farm Investment Management Corp. asset manager | Other | Mar 10, 2025 | Aug 5, 2025 (148 d) |
| Jeffrey Rauworth White | Thrivent Investment Management Inc. BD affiliated | Northwestern Mutual Investment Services,LLC no RAUM | Other | Mar 10, 2025 | May 27, 2025 (78 d) |
| William Kult | Thrivent Investment Management Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 3, 2025 | Mar 5, 2025 |
| Michael Cooper | Thrivent Investment Management Inc. BD affiliated | First Command Advisory Services BD affiliated | Affiliated broker-dealer or bank to another | Feb 28, 2025 | Nov 6, 2025 (251 d) |
| Brock Redondo | Thrivent Investment Management Inc. BD affiliated | Mathis Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 27, 2025 | Mar 5, 2025 |
| Tanner Specht | Thrivent Investment Management Inc. BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 26, 2025 | Apr 24, 2025 (57 d) |
| Matthew Hurd | Thrivent Investment Management Inc. BD affiliated | Calamos Advisors LLC asset manager | Other | Feb 26, 2025 | Mar 4, 2025 |
| Ericka Butler | Thrivent Investment Management Inc. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 18, 2025 | Feb 28, 2025 |
| Tynan Nelson | Thrivent Investment Management Inc. BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 18, 2025 | Mar 31, 2025 (41 d) |
| Leonard Eisele | Thrivent Investment Management Inc. BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Feb 18, 2025 | Jun 24, 2025 (126 d) |
| Jason Erno | Thrivent Investment Management Inc. BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Feb 18, 2025 | Dec 4, 2025 (289 d) |
| Elijah Dean Ochoa | Thrivent Investment Management Inc. BD affiliated | Edelman Financial Engines independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 14, 2025 | Feb 13, 2025 |
| Daniel Ryan Johnson | Thrivent Investment Management Inc. BD affiliated | Equitable Advisors, LLC national BD | Affiliated broker-dealer or bank to another | Feb 12, 2025 | Feb 11, 2025 |
| Zachary Oldham | Thrivent Investment Management Inc. BD affiliated | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 12, 2025 | Feb 17, 2025 |
| Michael Wadley | Thrivent Investment Management Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 12, 2025 | May 13, 2026 (455 d) |
| Hannah Catherine Kirk | Thrivent Investment Management Inc. BD affiliated | Mcadam LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 12, 2025 | May 22, 2025 (99 d) |
| Jenine Stafford | Thrivent Investment Management Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 11, 2025 | Feb 12, 2025 |
| Alexandra Eisenberger | Thrivent Investment Management Inc. BD affiliated | Northwestern Mutual Investment Services,LLC no RAUM | Other | Feb 11, 2025 | May 23, 2025 (101 d) |
| Annamarie Rainy Hernandez | Thrivent Investment Management Inc. BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 7, 2025 | Feb 6, 2025 |
| Bailey Harris-Gilbert | Thrivent Investment Management Inc. BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 4, 2025 | Feb 14, 2025 |
| Matthew David Koeniger | Thrivent Investment Management Inc. BD affiliated | Knights Of Columbus Asset Advisors LLC institutional | Other | Feb 4, 2025 | Mar 12, 2025 (36 d) |
| Tristan Chase Starkweather | Thrivent Investment Management Inc. BD affiliated | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 3, 2025 | Sep 9, 2025 (218 d) |
| Melanie Sepanian | Thrivent Investment Management Inc. BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 31, 2025 | Feb 24, 2025 |
| Andrew Seter | Thrivent Investment Management Inc. BD affiliated | Strategic Wealth Investment Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 31, 2025 | Feb 5, 2025 |
| Christopher James Demuesy | Thrivent Investment Management Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 31, 2025 | Feb 18, 2025 |
| Bruno Leopold Krenn | Thrivent Investment Management Inc. BD affiliated | Pacific Capital independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 31, 2025 | Mar 11, 2025 (39 d) |
| David James Thielke | Thrivent Investment Management Inc. BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 29, 2025 | Jan 30, 2025 |
| Erika Diane Hays | Thrivent Investment Management Inc. BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 29, 2025 | Feb 7, 2025 |
1,855 moves match.