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 |
|---|---|---|---|
| SC | RA | APPROVED | 2024-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Charlotte | NC | 01/2022 | 10/2024 |
| Associate Staffing | Charlotte | NJ | 09/2021 | 01/2022 |
| American Income Life: Hawthorne Partners | Charlotte | NC | 07/2021 | 08/2021 |
| Northwestern Mutual | Charlotte | NC | 05/2020 | 08/2020 |
| Queens University Of Charlotte | Charlotte | NC | 08/2017 | 05/2021 |
| Providence High School | Charlotte | NC | 08/2013 | 05/2017 |
| Thrivent Investment Management Inc | Greer | SC | 10/2024 | Present |
| Thrivent Financial | Appleton | WI | 10/2024 | 02/2025 |
| Thrivent Financial | Appleton | WI | 02/2025 | Present |
SRI 8, LLC POSITION: Member NATURE: Business is focused on pooling capital for the intent of acquiring and operating multi-family real estate assets, with an emphasis on college student housing. This particular entity currently owns one apartment building in Boone, NC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/04/2024 ADDRESS: PO Box 1600, Matthews NC 28106, United States DESCRIPTION: I am one of the members of the LLC along with my wife with responsibilities being nothing more than contributing the initial capital. I have no prescribed duties. Would vote on certain matters for the LLC (change in operating agreement, sale of property, etc.) BOOK AUTHOR POSITION: Author NATURE: I intend to publish a Christian book discussing topics that are often avoided in the church in western culture today. It's almost a self-help book using Biblical references. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2026 ADDRESS: 129 Redcroft Dr, Greer SC 29651, United States DESCRIPTION: I will be using a pen name, I will be doing pretty much everything from writing, editing, and publishing to any advertising which will likely be minimal just word of mouth.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-19 |
Reach out to this advisor