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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Dallas | TX | 09/2010 | 02/2022 |
| J.P. Morgan Securities Llc | Dallas | TX | 10/2012 | 02/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frisco | TX | 02/2022 | 01/2026 |
| Bank Of America, N.A. | Frisco | TX | 04/2022 | 01/2026 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2026 | Present |
1. NETTWORTH FINANCIAL GROUP, 2100 Zaide Way, Celina TX 75009, 02/02/2026, Independent Contractor, Marketing, NIR, 10 HR/MO - 5 HR/MO TRADING 2. CLEARVIEW SOLUTIONS, 2100 Zaide Way, Celina TX 75009, 10/12/2017, Owner, Real Estate, NIR, 0 HR/MO - 0 HR/MO TRADING 3. ANZONO HEALTHCARE, 2100 Zaide Way, Celina TX 75009, 12/01/2024, Owner, Healthcare, NIR, 0 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-28 |
Reach out to this advisor