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 |
|---|---|---|---|
| IA | RA | APPROVED | 2023-10-16 |
Branch Locations
1225 Jordan Creek Pkwy, Ste. 104, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Co | Des Moines | IA | 08/2012 | 08/2021 |
| Principal Securities Inc | Des Moines | IA | 03/2016 | 08/2021 |
| Cambridge Investment Research Inc. | Fairfield | IA | 10/2023 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2023 | Present |
| Cambridge Investment Research Inc. | Fairfield | IA | 10/2023 | Present |
| Associated Benefits Corporation | West Des Moines | IA | 09/2021 | 10/2023 |
1.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 2. JORDAN CREEK FINANCIAL SOLUTIONS, 1225 Jordan Creek Parkway Ste 104, West Des Moines IA 50266, United States, 05/15/2024, W2 Employee, Employee (receive a W-2), INV REL, 160 HR/MO, 130 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-02-12 |
| S65 | Uniform Investment Adviser Law Examination | 2013-01-25 |
Reach out to this advisor