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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-09-16 |
| PA | RA | APPROVED | 2023-07-05 |
| TX | RA | APPROVED | 2023-07-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Larry Lancaster State Farm | Northampton | PA | 09/2011 | 05/2018 |
| Thrivent Investment Management Inc | Easton | PA | 04/2018 | Present |
| Thrivent Financial | Appleton | WI | 05/2018 | 10/2018 |
| Thrivent Financial | Appleton | WI | 10/2018 | Present |
FAITH UNITED METHODIST CHURCH BLAIRSTOWN POSITION: Financial Secretary NATURE: First United Methodist Church of Blairstown. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2027 ADDRESS: 10 Stillwater Rd, Blairstown NJ 07825, United States DESCRIPTION: In the UMC, the Financial Secretary of a church is the church officer concerned with the accountability of funds as they come in. Essentially, once a month, the Financial Secretary compiles the offering counter's reports and our online giving reports into a table detailing all funds received. Elections are in the fall of 2026, position starts January 2027
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-06 |
Reach out to this advisor