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 |
|---|---|---|---|
| SC | RA | APPROVED | 2023-09-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group Llc | Greenville | SC | 07/2014 | 02/2017 |
| Adviseme National Advisors | Greenville | SC | 08/2014 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Greenville | SC | 02/2017 | 09/2023 |
| Mml Investors Services, Llc | Greenville | SC | 05/2017 | 09/2023 |
| Resources Investment Advisors | Overland Park | KS | 02/2019 | 09/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2023 | Present |
1. The Wallin' Thorns, 216 Netherland Lane, Simpsonville SC 29681, United States, 08/02/1999, Band Member, NIR, 10 HR/MO - 0 HR/MO TRADING 2. Madison Financial, 88 VILLA RD, GREENVILLE SC 29615, United States, 09/01/2023, DBA, INV REL, 160 HR/MO - 120 HR/MO TRADING 3.Cambridge Financial and Insurance Group, 88 VILLA RD, GREENVILLE SC 29615, United States, 09/01/2009, Owner, Insurance/Benefits/Human Resources, INV REL, 15 HR/MO - 15 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-27 |
Reach out to this advisor