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 | 2025-03-14 |
| NC | RA | APPROVED | 2021-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Hickory | NC | 07/2008 | 04/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2021 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2021 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-80/MO- 80/TRADING. 04/23/21-IAR THAT MANAGES CLIENT ASSETS OR PREPARES FINANCIAL PLANS FOR A FEE. OBA FORM SUBMITTED ON FINANCIAL PROFESSIONAL 'S BEHALF, BY CIR HOME OFFICE. TIME SPENT AND INCOME ARE ESTIMATED. 2) KP INSURANCE PARTNERS, INC, 5706 CHICORY MEADOWS CT, CLEMMONS, NC, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 05/20/21, INV REL, PRESIDENT, 10 HR/WK- 2/TRADING HR. 3) SUMMIT INVESTMENT SOLUTIONS, 102 1st Ave. NE, Hickory NC 28601, United States, 04/23/2021, IAR, DBA Name, INV REL, 35 HR/MO- 160HR/MO TRADING HR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-11 |
Reach out to this advisor