Best Investors
Account
Sign in
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2018-08-01 |
| TX | RA | APPROVED | 2018-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities Llc | Edmund | OK | 05/2015 | 11/2017 |
| Guardian Life Insurance Company | Edmund | OK | 05/2015 | 11/2017 |
| Guardian Life Insurance | Oklahoma City | OK | 11/2017 | 08/2018 |
| Park Avenue Securities | Oklahoma City | OK | 11/2017 | 08/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2018 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2018 | Present |
1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 15/WK - 15/TRADING. 08/01/18. 2. LEUKEMIA & LYMPHOMA SOCIETY, 500 N BROADWAY AVE #250, OKLAHOMA CITY, OK, 03/2020.NON-PROFIT FUND-RAISING CAMPAIGN, TEAM MEMBER, ASSIST IN FUND RAISERS. NIR-5/WK-0/TRADING. 3. OKLAHOMA COUNTY MEDICAL SOCIETY, 313 NE 50TH STREET, STE 2, OKLAHOMA CITY,OK, BOARD MEMBER, 11/18/20, NIR, 5 HR/YR, 5/TRADING 4. M ADVISOR, 11212 N MAYA AVE, STE 104, OKLAHOMA CITY, OK, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 01/01/07, INV REL, MEMBER, 25 HR/WK- 25/TRADING HR. 5. MIDWEST PRIVATE CLIENT GROUP, 501 E. 15th Street, Suite 200-B, Edmond OK 73013, United States, 05/14/2024, Owner, Insurance/Benefits/Human Resources, NIR, 0 HR/MO- 0/TRADING HR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-28 |
Reach out to this advisor