Best Investors
Account
Sign in
Best Investors
Account
Sign in
600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-09-12 |
Branch Locations
600 Portland Ave S, Minneapolis, MN 55415 • United States
Phoenix, AZ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 10/2006 | 06/2018 |
| Apex Systems | Glen Allen | VA | 10/2018 | 06/2020 |
| Usaa Financial Advisors Inc | Phoenix | AZ | 10/2018 | 06/2020 |
| Unemployed | Phoenix | AZ | 07/2018 | 09/2018 |
| Usaa Investment Services Company | Phoenix | AZ | 06/2020 | 06/2020 |
| Unemployed | Phoenix | AZ | 06/2020 | 11/2020 |
| Assetmark Financial Holdings, Inc | Phoenix | AZ | 11/2020 | 06/2022 |
| Assetmark Brokerage, Llc | Phoenix | AZ | 11/2020 | 06/2022 |
| Thrivent Financial | Appleton | WI | 01/2023 | Present |
| Thrivent Investment Management Inc. | Minneapolis | MN | 01/2023 | Present |
| Unemployed | Phoenix | AZ | 06/2022 | 01/2023 |
UBER EATS POSITION: Uber eats delivery driver NATURE: This is a meal delivery service, I will be picking up people's meals and dropping them off at their homes or businesses . INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 20 START DATE: 06/24/2026 ADDRESS: 1455 Market Street, San Francisco CA 94103, United States DESCRIPTION: Drive to assorted restaurants to pick up client's food and deliver it to their homes and businesses .
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-25 |
Reach out to this advisor