Best Investors
Account
Sign in
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-11-14 |
| GA | RA | APPROVED | 2018-05-08 |
Branch Locations
100 Hartsfield Centre Parkway Suite 500, Atlanta, GA 30354 • 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 |
|---|---|---|---|---|
| Metlife Securities | Atlanta | GA | 12/2014 | 03/2017 |
| Mml Investors Services, Llc | Atlanta | GA | 03/2017 | 09/2017 |
| Jackson Financial Group | Marietta | GA | 10/2017 | 03/2018 |
| Quest Capital Strategies, Inc. | Lake Forest | CA | 10/2017 | 12/2017 |
| Investacorp Inc | Miami | FL | 12/2017 | 05/2018 |
| Investacorp Advisory Services | Miami | FL | 12/2017 | 05/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2018 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2018 | Present |
| National Financial Group Of Georgia | Marietta | GA | 03/2018 | Present |
1.KING-TISDELL FOUNDATION, 502 E HARRIS ST, SAVANNAH, GA, 8/2017 AS BOARD MEMBER. NIR - 3/MO - 0/TRADING. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3. NATIONAL FINANCIAL GROUP,100 Hartsfield Centre Parkway, Suite 475, Atlanta GA 30354, 01/2019. PRESIDENT, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL-25/MO-2/TRADING. 4.NATIONAL FINANCIAL PLANNING GROUP, 100 Hartsfield Centre Parkway, Suite 475, Atlanta GA 30354, 9/2019 AS PRESIDENT PROVIDING ACCOUNTING AND BOOKKEEPING SERVICES. NIR - 8 HR/MO - 0/TRADING. 5. RL FINANCIAL GROUP, INC, 100 HARTSFIELD CENTRE PARKWAY, STE 475, ATLANTA, GA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 12/28/04, NIR, PRESIDENT,25/MO- 2/TRADING 6. NATIONAL INSURANCE GROUP LLC, 100 Hartsfield Centre Pkwy, Suite 500, Atlanta GA 30354, United States, 10/01/2024, President, Insurance/Benefits/Human Resources, NIR, 25 HR/MO - 8HR/TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-26 |
Reach out to this advisor