Best Investors
Account
Sign in
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-04 |
| OR | RA | APPROVED | 2016-08-24 |
Branch Locations
12725 Sw 66Th Ave. Ste. 102, Portland, OR 97223 • United States
Portland, OR • 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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2016 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2016 | Present |
1.FINANCIAL RESERVE INC, 12725 SW 66TH AVE STE 102, PORTLAND, OR, 8/2016, PROVIDE ADVICE AND COUNSELING IN THE AREAS OF CAREER AND NETWORKING; PERSONL BUDGETING; CONSUMER, CREDIT, AND GOAL MGMT; HEALTH; AND TIME MGMT. NIR - 15 HR/WK - 5/TRADING. 2.FINANCIAL RESERVE INC, 12725 SW 66TH AVE STE 102, PORTLAND, OR, 8/2016 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5 HR/WK - 2/TRADING. 3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 15 HR/WK - 10/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4.RENTAL PROPERTY OWNER, PORTLAND, OR, 8/2005. NIR - 1 HR/MO - 0/TRADING. 5. AP TAX LLC, 12725 SW 66th Ave, Suite 102, Tigard OR 97223, United States, 10/20/2025, Referral Source, Referrals, NIR, 1 HR/MO - 1 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-22 |
Reach out to this advisor