Best Investors
Account
Sign in
600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-02 |
| OH | RA | APPROVED | 2012-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Medina | OH | 08/2012 | Present |
| Thrivent Financial For Lutherans | Appleton | WI | 01/2013 | Present |
KIDS FIRST MEDINA POSITION: Head Chair NATURE: An organization that focuses on supporting our local school system and students through advocacy for levy's, ballot issues pertaining to our school such as redistricting, With the core focus of placing kids at the forefront when decisions are made within our school system and supporting our local school system. This is a political action committee however is nonpartisan and I will not be involved in any financial direction, or financial decisions. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 08/02/2022 ADDRESS: 739 Weymouth Road, Medina OH 44256, United States DESCRIPTION: Assist with organizing, identifying chairs for other positions and giving them ownership of those positions such as a fundraising chair. Assist with advocacy efforts to ensure voters are aware of the school levy and how it will support our students. Additionally assisting on the public facing front of adding additional support measures within our schools such as supporting mental health, as well as diversity and inclusion projects. Meeting with our superintendent and ensuring a partnership between the community and the school. This is unpaid and I would serve around my work schedule as I am able. HKMAGRUM CONSULTING POSITION: owner NATURE: to assist individuals as well as organizations within disability services planning where a fiduciary relationship would not be appropriate. Some of the examples will be targeted waiver service review as well as appeals, special education advocacy as well as accessibility accommodations within businesses and organizations. general consulting work for disability services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: 244 W. Sturbridge Dr, Medina OH 44256, United States DESCRIPTION: reviewing ISPs, IEP's, waiver denials, disability services access with some public speaking opportunity RISING HEIGHTS POSITION: nonprofit board member NATURE: they are a faith-based nonprofit working on building an integrated housing community in northeastern Ohio to serve individuals with disabilities. they additionally have created training curriculum to help train settled refugees to support individuals with disabilities in the community INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 03/31/2025 ADDRESS: 25147 Tara Lynn Dr., North Olmsted OH 44070, United States DESCRIPTION: I will attend board meetings as necessary, advocacy around disability services and support as well as education. I will not be directly involved with any real estate transactions and organization aims to provide stable housing for the disability community not with the intention of profiting beyond stability of the nonprofit
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-30 |
Reach out to this advisor