Best Investors Account Sign in
Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2010-07-01
  • VA RA
    APPROVED
    Since 2010-07-01

Branch Locations

320A Charles Dimmock Parkway Suite 6, Colonial Heights, VA 23834 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Andrews, Barwick, & Lee, P.C. Colonial Heights VA 01/1999 Present
Chesapeake Management Services, Inc. Colonial Heights VA 06/2003 Present
Cambridge Investment Research, Inc Fairfield IA 07/2010 Present
Cambridge Investment Research Advisors, Inc Fairfield IA 07/2010 Present
  • 01/1999 → Present
    Andrews, Barwick, & Lee, P.C.
    Colonial Heights, VA
  • 06/2003 → Present
    Chesapeake Management Services, Inc.
    Colonial Heights, VA
  • 07/2010 → Present
    Cambridge Investment Research, Inc
    Fairfield, IA
  • 07/2010 → Present
    Fairfield, IA
Previous Registrations
  • 2004-03-26 → 2010-06-14
    1St Global Advisors Inc
    Colonial Heights, VA
Other Businesses

1) CHESAPEAKE MANAGEMENT SERVICES INC, 280 CHARLES H DIMMOCK PKWY STE 1 COLONIAL HEIGHTS VA 23834, 07/2003, PRESIDENT/MANAGER THAT PROVIDES ACCOUNTING SUPPORT, BILLING, TAX PREPARATION, COMPUTER CONSULTING, AND DAY-TO-DAY MANAGEMENT SERVICES TO ANDREWS, BARWICK, & LEE, P.C., CPAS. NOT INVESTMENT RELATED. DEVOTES 5HR/MO, 0/TRADE. 2) AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS, 220 Leigh Farm Road, Durham NC 27707, 12/2015, W-2 Employee, Employee (receive a W-2), NIR, 167 HR/MO, 67 HR/MO TRADING 3) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 07/2010 AS ADVISORY REP OF A RIA, INV REL, 32 HR/WK 32/TRADING 4) ANDREWS CPA ASSOCIATES PC, 280 CHARLES H DIMMOCK PKWY STE 1 COLONIAL HEIGHTS VA, 01/2016 AS PRESIDENT/CPA PROVIDING ACCOUNTING AND TAX PREPARATION SERVICES. 1000/YR 500/TRADING 5) TOUCHSTONE BANK, 4300 CROSSINGS BOULEVARD PRINCE GEORGIA VA 23875, 10/2022, BOARD MEMBER, FINANCIAL INSTITUTION, NIR, 5 HR/MO 4 HR/MO TRADING 6) FIRST NATIONAL BANK, 320A CHARLES H DIMMOCK PARKWAY SUITE 6, COLONIAL HEIGHTS VA 23834, United States, 11/01/2024, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, 10/MO - 10/Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-01-02
  • S66 Uniform Combined State Law Examination
    2004-01-02
Other Names
  • Toni Thore Lee

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Colonial Heights, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor