Best Investors
Account
Sign in
600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-27 |
| CA | RA | APPROVED | 2025-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Growers | Irvine | CA | 02/2020 | 10/2020 |
| Rmo Agency | Irvine | CA | 10/2018 | 01/2020 |
| Coto De Caza Golf And Racquet Club | Coto De Caza | CA | 01/2018 | 10/2018 |
| Portola Plaza Veterinary Hospital | Mission Viejo | CA | 11/2017 | 12/2017 |
| Kumon | Ladera Ranch | CA | 08/2017 | 11/2017 |
| Showmgr.cOm | Ladera Ranch | CA | 03/2017 | 06/2017 |
| In N Out | Rancho Santa Margarita | CA | 06/2016 | 01/2017 |
| Cal State University Fullerton | Fullerton | CA | 01/2018 | 05/2021 |
| Irvine Valley College | Irvine | CA | 01/2017 | 12/2017 |
| Saddleback College | Mission Viejo | CA | 01/2016 | 12/2017 |
| Disability | Irvine | CA | 10/2020 | 12/2021 |
| Thrivent Investment Management Inc | Irvine | CA | 12/2021 | Present |
| Thrivent Financial | Appleton | WI | 03/2022 | 10/2022 |
| Thrivent Financial | Appleton | WI | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-18 |
Reach out to this advisor