Best Investors Account Sign in
Current Employers
Thrivent Investment Management Inc.

600 Portland Avenue South, Minneapolis, MN 55415 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-03-11
TX RA APPROVED 2024-03-11
  • CA RA
    APPROVED
    Since 2024-03-11
  • TX RA
    APPROVED
    Since 2024-03-11

Branch Locations

959 South Coast Dr, Costa Mesa, CA 92626 • United States

Mission Viejo, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stay At Home Mission Viejo CA 11/2018 02/2023
Lpch At Stanford Palo Alto CA 06/2007 11/2018
Thrivent Investment Management Inc. Costa Mesa CA 11/2022 Present
Thrivent Financial Appleton WI 02/2023 11/2023
Thrivent Financial Appleton WI 11/2023 Present
  • 11/2018 → 02/2023
    Stay At Home
    Mission Viejo, CA
  • 06/2007 → 11/2018
    Lpch At Stanford
    Palo Alto, CA
  • 11/2022 → Present
    Costa Mesa, CA
  • 02/2023 → 11/2023
    Thrivent Financial
    Appleton, WI
  • 11/2023 → Present
    Thrivent Financial
    Appleton, WI
Other Businesses

ALPHA OC POSITION: Vice President of Professional Development NATURE: ALPHA aims to make a positive impact in the local area by providing networking, mentorship, and career-building opportunities. Support personal and professional growth for their members. The goal is to create valuable opportunities and build strong relationships with members. Encourage members to pursue professional growth, build relationships, serve the community, and practice integrity, inclusiveness, and cultural awareness. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/31/2025 ADDRESS: 23031 E. La Palmo Ave, Yorba Linda CA 92887, United States DESCRIPTION: Director of Career Development and Women of ALPFA Manager, Create and implement strategies focused on job placements, career advancement, and leadership initiatives that foster members' professional growth. Organize and facilitate workshops, seminars, Manage the Women of ALPFA program. Monitor and report on the effectiveness of job placements. Work together with other committees Enhance professional development programs to adapt to the changing needs of ALPFA OC members.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-08
S63 Uniform Securities Agent State Law Examination 2023-06-15
  • S65 Uniform Investment Adviser Law Examination
    2024-03-08
  • S63 Uniform Securities Agent State Law Examination
    2023-06-15
Other Names
  • Diana Navarrete

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Costa Mesa, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor