Best Investors
Account
Sign in
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-12-19 |
| TX | RA | APPROVED_RES | 2019-12-16 |
Branch Locations
6365 Nw 6Th Way Suite 160, Fort Lauderdale, FL 33309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gilman Ciocia, Inc. | Poughkeepsie | NY | 05/2007 | Present |
| National Securities Corporation | Boca Raton | FL | 11/2013 | 12/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2019 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2019 | Present |
1. INDEPENDENT INSURANCE AGENT 6365 NW 6TH WAY SUITE 160, FL, 12/2019, FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL-8/MO-1/TRADING. 2. PREMIER TAX PLANNING LLC, 6365 NW 6TH WAY SUITE 160, FORT LAUDERDALE, FL, 06/12/2024, Owner, TAX PREPARER. NIR - 40HR/MO- 40/TRADING. 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-120HR/MO- 24/TRADING. 12/19/2019 4. ADP ACCOUNTANT 6365 NW 6TH WAY, STE 160, FORT LAUDERDALE, FL, CPA/ENROLLED AGENT/TAX PREP/ACCOUNTING SERVICES, 12/13/19, NIR, 5/YR- 1/TRADING 5. PREMIER WEALTH PLANNING TEAM LLC DBA PREMIER WEALTH PLANNING, 6365 NW 6th Way, Suite 160, Fort Lauderdale FL 33309, United States, 06/12/2024, Owner, Using a Trade Name/dba, INV REL, 160HR/MO- 96HR/TRADING 6. PREMIER TAX PLANNING TEAM LLC DBA PREMIER BOOKKEEPING & TAX SERVICES, 6365 NW 6th Way, Suite 160, Fort Lauderdale FL 33309, United States, Owner, Using a Trade Name/dba, NIR, 10HR/MO- 10HR/TRADING 7. INDIAN PRINCESS - APACHE TRIBE, 4211 NW 62nd Avenue, Coral Springs, FL 33067, 11/2025, Treasurer, Father and Daughter Semi-Annual Campout, NIR, 1 HR/MO, 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-25 |
Reach out to this advisor