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_RES | 2016-01-05 |
| MA | RA | APPROVED | 2013-06-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 06/2013 | Present |
| Cambridge Invesment Research Advisors, Inc | Fairfield | IA | 06/2013 | Present |
1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2) GIL-BREIT LLC, 270 AYER RD, HARVARD, MA, 4/2017 AS OWNING MEMBER OF LLC TO PURCHASE AND LEASE REAL ESTATE. NIR - 0 HRS. 3) DANA E GILPATRICK DBA TAX BRACKET MANAGEMENT, 26 DEER RUN ROAD, LITTLETON, MA, Owner, Tax Preparation and Filing, 09/08/20, OWNER, SOLE PROP, 5/WK- 2/TRADING 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 5) LUZZI GILPATRICK FINANCIAL SERVICES, LG FINANCIAL GROUP, 270 Ayer Road, Harvard MA 01451, 05/2026, Owner, DBA Name, INV REL, 160 HR/MO, 140 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-01 |
Reach out to this advisor