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 |
|---|---|---|---|
| DC | RA | APPROVED | 2026-08-20 |
| TX | RA | APPROVED | 2025-11-11 |
| OK | RA | APPROVED | 2024-06-17 |
| WI | RA | APPROVED | 2024-02-15 |
Branch Locations
708 Heartland Trl Ste 2800, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Financial | Madison | WI | 01/2023 | 02/2024 |
| Janesville School District | Janesville | WI | 08/2022 | 12/2022 |
| Starbucks | Madison | WI | 05/2019 | 08/2022 |
| Culvers | Janesville | WI | 03/2016 | 05/2018 |
| Lakeview Bar And Grill | Milton | WI | 05/2018 | 08/2018 |
| Uw Food And Beverage | Madison | WI | 08/2018 | 03/2019 |
| Uw Madison Dining And Culinary Services | Madison | WI | 03/2019 | 05/2019 |
| Northwestern Mutual | Janesville | WI | 01/2021 | 05/2021 |
| Thrivent Investment Management Inc | Madison | WI | 07/2023 | Present |
| Thrivent Financial | Appleton | WI | 02/2024 | Present |
ROVER POSITION: Pet sitter NATURE: Rover is a pet sitting app. People use it to find help for their pets while they are out of town or tied up with other things. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 05/16/2025 ADDRESS: 711 Capitol Way S., Suite 204, Olympia WA 98501, United States DESCRIPTION: I will be visiting pets while their owners are out of town. This includes feeding, walking, cleaning up after them and giving them lots of attention.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-14 |
Reach out to this advisor