Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| IN | RA | APPROVED | 2022-11-15 |
Branch Locations
10150 Lantern Road Suite 150, Fishers, IN 46037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 12/2008 | 04/2020 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 12/2008 | 11/2022 |
| Commonwealth Financial Network | Waltham | MA | 11/2022 | Present |
1.Owner, Strategic Tax Professionals, LLC , private entity created to facilitate tax business; as of 02/01/2019; 3% of Time spent during business hours; Conducted at branch; Not investment related. 2.Tax Preparation, Strategic Tax Professionals, LLC; as of 02/01/2019; 3% of Time spent during business hours; Conducted at branch; Not investment related. 3.Owner of farmland for crop growing, located at 8202 W. 625-S-90, Warren, IN 46792; as of 12/2010, 0% time spent during business hours; Not conducted at branch; Not investment related. 4. Owner, Russell Henry, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 12/2008; 97% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-05-19 |
| S65 | Uniform Investment Adviser Law Examination | 2000-11-29 |
Reach out to this advisor