Best Investors
Account
Sign in
Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-09-11 |
Branch Locations
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
7825 Washington Ave S., Minneapolis, MN 55439 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Dakota State University | Fargo | ND | 08/2009 | 01/2021 |
| Thrivent Investment Management Inc | Fargo | ND | 12/2020 | 02/2021 |
| Thrivent Financial | Appleton | WI | 02/2021 | 06/2021 |
| Thrivent Financial | Appleton | WI | 06/2021 | 02/2022 |
| Three Sixty Wealth Management, Llc | Naperville | IL | 02/2022 | 08/2022 |
| Thrivent Investment Management Inc | Minneapolis | MN | 08/2022 | 12/2022 |
| Thrivent Financial | Appleton | WI | 09/2022 | 06/2024 |
| Thrivent Investment Management Inc | Fargo | ND | 07/2024 | 08/2025 |
| Thrivent Financial | Appleton | WI | 07/2024 | 08/2025 |
| Schwab Wealth Advisory, Inc. | Minneapolis | MN | 08/2025 | Present |
| Charles Schwab & Co., Inc. | Minneapolis | MN | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-30 |
Reach out to this advisor