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 |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2019-08-02 |
Branch Locations
3749 Fishcreek Rd. Suite A, Stow, OH 44224 • United States
28555 Orchard Lake Road, Suite 100, Farmington Hills, MI 48334 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Livonia | MI | 01/2013 | 07/2019 |
| Various Insurance Carriers For W&R Insurance Agencies | South Lyon | MI | 01/2013 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 07/2019 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 07/2019 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 07/22/2019 2) RETIREMENT & WEALTH STRATEGIES (RWS FINANCIAL GROUP), 28555 ORCHARD LAKE RD SUITE 100 FARMINGTON HILLS MI 48178, 08/2018, SECURITIES DBA, INV REL, 200 HR/MO 140 HR/MO TRADING 3) SANO, 28555 Orchard Lake Rd, Suite 100, Farmington Hills MI 48334, 07/2026, W2 Employee, DBA Name, INV REL, 60 HR/MO - 32 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-26 |
Reach out to this advisor