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Carolyn A. Tuohy

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CRD#: 2620980
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Carolyn A Tuohy, who also goes by Carolyn Ann Tuohy, was a registered financial professional .

Carolyn is a previously registered financial professional and started their career in finance in 1996. Carolyn had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Carolyn Ann Tuohy

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 30, 2015 - January 13, 2017

THRIVENT DISTRIBUTORS, LLC

BD
CRD#: 179512
Minneapolis, MN
Past

December 20, 2013 - January 13, 2017

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
MINNEAPOLIS, MN
Past

January 19, 2012 - January 13, 2017

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
MINNEAPOLIS, MN
Past

April 19, 2011 - November 14, 2011

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
WOODBURY, MN
Past

March 3, 2005 - March 16, 2011

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
MINNEAPOLIS, MN
Past

June 29, 1998 - December 7, 2000

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

April 4, 1997 - April 20, 1998

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

October 15, 1996 - January 15, 1997

WESSELS, ARNOLD & HENDERSON, L.L.C.

BD
CRD#: 17914
MINNEAPOLIS, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 4/7/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


TD
THRIVENT DISTRIBUTORS, LLC
THRIVENT DISTRIBUTORS, LLC

CRD#: 179512 / SEC#: , 8-69606

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
901 Marquette Avenue Suite 2500, Minneapolis, MN 55402-3211
Mailing Address
901 Marquette Avenue Suite 2500, Minneapolis, MN 55402-3211
Phone number
(800) 847-4836
Established
Delaware since 02/23/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
THRIVENT FINANCIAL HOLDINGS, INC.OWNER
BEAVER, TROY ALANELECTED MANAGER AND VICE PRESIDENT5099275
CLOUTIER, JEFFREY DAVIDCHIEF FINANCIAL OFFICER5656265
DRYDEN, EDWARD STUARTCHIEF COMPLIANCE OFFICER2033420
JACKSON, JOHN DAVIDCHIEF LEGAL OFFICER AND SECRETARY5877878
KREMENAK, MICHAEL WALDENELECTED MANAGER AND PRESIDENT5892015
RIESTERER, JAMIE LEEELECTED MANAGER4784706

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


THRIVENT DISTRIBUTORS, LLC

CRD#: 179512

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