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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-11 |
| OH | RA | APPROVED | 2018-11-01 |
Branch Locations
285 Main St., Bellville, OH 44813 • United States
4200 Hoover Rd., Grove City, OH 43123 • United States
4942 Reed Road, Columbus, OH 43220 • United States
4884 Dressler Rd. Nw, Canton, OH 44718 • United States
5005 Rockside Rd. Ste. 600, Cleveland, OH 44131 • United States
785 Dover Rd. Ne, Sugarcreek, OH 44681 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Securities, Llc | Dublin | OH | 08/2008 | 11/2018 |
| Nationwide Financial | Columbus | OH | 04/2010 | 11/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2018 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2018 | Present |
1)INDEPENDENT INSURANCE AGENT, 4942 Reed Rd, Columbus, OH 43220, 11/3/06, THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 10/WK - 10/TRADING. 2)SECURE PATH ADVISORY GROUP, 4930 REED ROAD STE 100, COLUMBUS, OH,INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 12/01/18, INV REL, AGENT, 10/WK, 10/TRADING 3)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 10/WK - 10/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4)COVENANT FINANCIAL ADVISORS, 4942 Reed Road, columbus OH 43220, United States, 06/01/2023, Owner, Insurance/Benefits/Human Resources, NIR, 8 HR/MO - 8 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-13 |
Reach out to this advisor