Best Investors
Account
Sign in
Best Investors
Account
Sign in
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-06-09 |
Branch Locations
727 W Hargett St. Ste. 111, Raleigh, NC 27603 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | 06/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2022 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2022 | Present |
1) CIRA / 1776 Pleasant Plain Road, Fairfield IA 52556 / AS ADVISORY REP OF A RIA / INV REL / 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 2) GANDY CREEK PROPERTIES, LLC / 4900 Winterlochen Road, Raleigh NC 27603 / 06/2022 / OWNER - OFFICE CONDO RENTED TO CANVASBACK WEALTH MANAGEMENT, LLC / 1 HR/MO - 0 HR/MO TRADING 3) CANVASBACK WEALTH MANAGEMENT, LLC / 727 W Hargett Street, Suite 111, Raleigh NC 27603 / 06/2022 / INV REL / INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES / 160 HR/MO - 160 HR/MO TRADING 4) BROKER SPEAK, LLC / 4900 Winterlochen Road, Raleigh NC 27603 / 06/2022 / NIR/ OWNER - EDUCATIONAL ACTIVITY FOCUSED ON FINANCIAL LITERACY / 12 HR/MO - 0 HR/MO TRADING 5) INTERDEPENDENT ADVISORS, Cincinnati, OH 45230, 08/2026, Agent, DBA Name, NIR, 160 HR/MO, 40 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-04 |
Reach out to this advisor