Best Investors
Account
Sign in
Best Investors
Account
Sign in
125 Wolf Road Suite 509, Albany, NY 12205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc. | Albany | NY | 08/2012 | 07/2024 |
| Thriven Investment Management Inc. | Albany | NY | 06/2021 | 07/2024 |
| Blue Jean Financial Llc | Albany | NY | 07/2024 | Present |
1) ADIRONDACK CHRISTIAN FELLOWSHIP; POSITION: Assistant Pastor; NATURE: Church; INVESTMENT RELATED: No; NUMBER OF HOURS: 22; SECURITIES TRADING HOURS: 11; START DATE: 03/01/2018; ADDRESS: 8 Mountain Ledge Drive, A, Wilton NY 12831, United States; DESCRIPTION: Preaching, organizing and leading worship, overseeing youth ministry. 2) Licensed insurance agent; not investment-related; 125 Wolf Road, Suite 509, Albany, NY 12205; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-20 |
Reach out to this advisor