Best Investors
Account
Sign in
Best Investors
Account
Sign in
400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-02 |
| CO | RA | APPROVED | 2026-05-26 |
| AZ | RA | APPROVED | 2022-01-14 |
Branch Locations
400 West Metro Park, Rochester, NY 14623 • United States
37555 N Hum Rd, Ste 103, Carefree, AZ 85377 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc. | Carefree | AZ | 07/2002 | 05/2021 |
| Thrivent Financial For Lutherans | Appleton | WI | 07/2002 | 05/2021 |
| Lifemark Securities Corp. | Rochester | NY | 12/2021 | Present |
| Independent Insurance Agent | Carefree | AZ | 06/2021 | Present |
1.Carefree Financial Group, PLLC - DBA/investment related/37555 N Hum Rd, #103, Carefree AZ 85377 and 18 Tenderfoot Court, Unit H, Durango, CO 81301/offers life, fixed annuity, disability, medicare supplement products/1/2021/8 hours per month. 2.Embark Men(Embark Ministries)/not investment related/p.o. box 71793 Phoenix, AZ. 85050/I serve as a board member to the ministry making decisions about the direction of/start 12/2024/1 hour per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-10 |
Reach out to this advisor