Best Investors
Account
Sign in
600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2021-08-10 |
| TX | RA | APPROVED | 2019-04-10 |
| IA | RA | APPROVED | 2018-11-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Murdoch Funeral Homes | Cedar Rapids | IA | 10/1994 | 05/2018 |
| Unemployed | Marion | IA | 05/2018 | 09/2018 |
| Thrivent Investment Management Inc | Hiawatha | IA | 09/2018 | Present |
| Thrivent Financial | Appleton | WI | 10/2018 | 02/2019 |
| Thrivent Financial | Appleton | WI | 02/2019 | Present |
UNIVERSAL LIFE CHURCH POSITION: Ordained Minister/Officiant NATURE: I officiate weddings and funerals on occasion for close family and friends. Universal Life Church is an online free ordination organization. There is no financial ties to the organization -- just a one time certification. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2015 ADDRESS: 2800 Lansing Court, Marion IA 52302, United States DESCRIPTION: I speak at/officiate non-denominational wedding ceremonies and funerals on occasion. I meet with the involved parties and write the ceremony. Then I perform the wedding or funeral. While I do not collect a set fee, I have sometimes received thank you honorariums. I do not operate this as a business -- strictly as a help to friends and families as a way to share my time and talents. The address listed is my home address since I don't operate this as a business of any kind. ALBURNETT COMMUNITY SCHOOL DISTRICT FOUNDATION POSITION: Emeritus Member of Board of Directors NATURE: This is a 501(c)3 non-profit community foundation organization on which I sit on the board of directors. We take on projects for the betterment of the school and community as a whole. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2005 ADDRESS: P.O. Box 193, Alburnett IA 52202, United States DESCRIPTION: The board are non-paid voluntary members. We are not required to donate financially to the organization. The bulk of our volunteer work is project coordination and management. While the organization as a whole participates in fundraising, I do not actively solicit money -- nor am I involved in financial or investment related advice. My position as Emeritus Board Member is a non-voting honorable advisor position. THEATRE CEDAR RAPIDS POSITION: Volunteer/Actor/Singer/Crew NATURE: Theatre Cedar Rapids is a local non-profit community theatre. I am a volunteer actor, singer, and stage crew worker. We volunteer our hours in all areas for rehearsals and work sessions - but will be receiving honoraria of $20-$25 per performance to help offset parking and meal costs. For most shows there are anywhere between 3-30 performances per run. INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 102 3rd St SE, Cedar Rapids IA 52401, United States DESCRIPTION: Volunteering at local non-profit community theatre as actor, singer, and/or stage crew for musicals and plays. FREELANCE ACTING/PERFORMANCE POSITION: Actor/Performer/Artist NATURE: Establishing myself as a freelance actor/performer/artist for hire. This would be a hobby more so than a career or additional job. But compensation may be involved on a case by case basis. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/02/2026 ADDRESS: 2800 Lansing Court, Marion IA 52302, United States DESCRIPTION: Freelance contract work as an actor/performer/artist. This could include acting as master of ceremonies at private parties, singing at events, acting roles in local theatres (beyond what I have already disclosed at one local community theatre), radio and television appearances (not financially related), voice over and film roles, performing in commercials, advertising and/or training videos, etc. This work could be live or through a recording medium. Contracts could be established through individuals or companies/organizations -- and could take place at private or public events. Again - none of this freelance work would be financially related in nature.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-27 |
Reach out to this advisor