Best Investors
Account
Sign in
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2020-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Grinnell | IA | 03/2008 | 02/2020 |
| Securities America Advisors, Inc | Grinnell | IA | 03/2008 | 01/2020 |
| Grinnell Kiwanis Club | Grinnell | IA | 10/2008 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2020 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2020 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 02/03/20. 2) PIONEER RENTALS, 602 10TH AVE, GRINNELL, IA, PROPERTY OWNERSHIP, MEMBER, 01/01/13, NIR, 5/MO- 1/TRADING 3) POHLSON- SMITH INSURANCE, 1415 MAIN STREET, GRINNELL, IA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 05/01/21, VICE PRESIDENT, NIR, 20 HR/WK- 4/TRADING HR. 4) CIRKS FINANCIAL SERVICES, 909 Main Street, Grinnell IA 50112, United States, 10/01/2025, Advisor using DBA, DBA Name, INV REL, 160 HR/MO - 160 HR/MO TRADING 5) CITY OF GRINNELL- HOTEL MOTEL TAX COMMITTEE, 520 4th Ave, Grinnell IA 50112, United States, 10/27/2023, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 1 HR/MO - 1 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-30 |
Reach out to this advisor