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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-26 |
| CA | RA | APPROVED | 2004-02-12 |
Branch Locations
23822 Valencia Blvd, Valencia, CA 91355 • United States
3605 Alamo St, Simi Valley, CA 93063 • United States
Oxnard, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc. | Valencia | CA | 07/2002 | Present |
| Thrivent Financial For Lutherans | Appleton | WI | 07/2002 | Present |
HENRY MAYO NEWHALL HOSPITAL FOUNDATION POSITION: Member at Large NATURE: This organization is a community hospital. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2023 ADDRESS: 23845 McBean Parkway,, Valencia CA 91355, United States DESCRIPTION: Participating in hospital sponsored events is one of the ways I will be asked to participate. Bringing awareness to the growing community is the primary role of the board members of this organization. SANTA CLARITA VALLEY COMMITTEE ON AGING POSITION: board member NATURE: Organization provides meals, social, and support services to the senior population in the Santa Clarita Valley. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/24/2025 ADDRESS: 27180 GOLDEN VALLEY RD, Santa Clarita CA 91350, United States DESCRIPTION: board members support the organization by volunteering with a number of the services the organization provides as well as supporting the organizations fundraising efforts. I will likely be asked to speak at fundraising events as the master of ceremonies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-27 |
Reach out to this advisor