Best Investors
Account
Sign in
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sunset Financial Services | Kansas City | MO | 09/2011 | Present |
| Private Client Services | Louisville | KY | 01/2015 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2018 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2018 | Present |
1.UNITED HEALTHCARE, 400 E BUSINESS WAY, SHARONVILLE, OH, 8/01/2018 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. NIR - 10/WK - 2/TRADING. 2.KANSAS CITY LIFE, 3520 BROADWAY, KANSAS CITY, MO, 1/2010 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. NIR - 10/MO - 1/TRADING. 3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. 01/10/18. 4. LIFETIME STRATEGIES, 8118 COPORATE WAY, STE 140, MASON, OH, DBA, REGISTERED REP, 11/01/08, INV REL, 40/WK- 40/TRADING 5. HOA OF ANGEL DRIVE, 5213 ANGEL DR, BATAVIA, OH, TREASURER OF HOMEOWNERS ASSOCIATION, 05/10/21, NIR, 5 HR/YR- 0/TRADING HR.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-11-28 |
Reach out to this advisor