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 |
|---|---|---|---|
| CO | RA | APPROVED | 2023-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc | St Petersburg | FL | 08/2015 | 12/2021 |
| Serenity Coaching Llc | Tampa | FL | 11/2020 | 01/2022 |
| Thrivent Investment Management Inc | Colorado Springs | CO | 01/2022 | Present |
| Thrivent Financial | Appleton | WI | 01/2022 | Present |
SERENITY COACHING POSITION: Owner NATURE: Coaching Business that is attached to my PCC (Professional Coaching Certification). I coach others in personal development. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/04/2012 ADDRESS: 7995 Mount Hayden Dr, Colorado Springs CO 80924, United States DESCRIPTION: I coach others in personal development. ABUNDANCE SUCCESS LEADERSHIP & BUSINESS COACH POSITION: Owner NATURE: Coaching Business that is attached to my PCC (Professional Coaching Certification). I coach others in personal development. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/04/2012 ADDRESS: 7995 Mount Hayden Dr, Colorado Springs CO 80924, United States DESCRIPTION: I coach others in personal development.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-09 |
Reach out to this advisor