Best Investors
Account
Sign in
Best Investors
Account
Sign in
Delaware, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| MD | RA | APP_PEND_IARCE | 2026-01-01 |
| NY | RA | APPROVED | 2023-06-14 |
| OH | RA | APPROVED | 2019-11-15 |
Branch Locations
Babcock Ranch, FL • 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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 10/2013 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 10/2013 | Present |
| Life, Inc. Retirement Services | Columbus | OH | 09/2019 | Present |
(1)INDEPENDENT INSURANCE AGENT, 4517 SW 24TH AVE, CAPE CORAL, FL, 7/2006 SELLING LIFE AND GROUP HEALTH INSURANCE THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES. 12 HR/WK - 12/TRADING. (2)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40 HR/WK - 40/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3)Ruttenberg &company LLC, 5237 Summerlin Commons Blvd Suite 341 Fort Myers, FL 33919. Co-Owner of Financial Planning Firm. 9/1/2017. Investment related, 40/weekly, 40/trading 4.THE MONEY TWINS, FORT MYERS, FL, 1/2018 AS PART-OWNER OF FINANCIAL EDUCATION PROVIDER. INV REL - 10/WK - 10/TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-01 |
Reach out to this advisor