Best Investors Account Sign in
Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-08-19
MI RA APPROVED 2021-07-22
  • TX RA
    APPROVED_RES
    Since 2021-08-19
  • MI RA
    APPROVED
    Since 2021-07-22

Branch Locations

32 Market Ave Suite 310, Grand Rapids, MI 49503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America Inc. Grand Rapids MI 04/2016 07/2021
Securities America Advisors Grand Rapids MI 04/2016 07/2021
Cambridge Investment Research, Inc. Fairfield IA 07/2021 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 07/2021 Present
  • 04/2016 → 07/2021
    Securities America Inc.
    Grand Rapids, MI
  • 04/2016 → 07/2021
    Securities America Advisors
    Grand Rapids, MI
  • 07/2021 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 07/2021 → Present
    Fairfield, IA
Previous Registrations
Other Businesses

1) 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. 2) Barton Steindler, 32 Market Ave SW, suite 310, Grand Rapids MI 49503, United States, 09/05/2007, Insurance Agent, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 1 HR/MO - 1 HR/MO TRADING 3) RETIREMENT & WEALTH STRATEGIES (RWS FINANCIAL GROUP), 28555 Orchard Lake Rd, Suite 100, Farmington Hills MI 48334, United States, 06/01/2021, IAR, 1099 Contractor, 175 HR/MO - 175 HR/MO TRADING 4) TEMPLE B'NAI ISRAEL, 391 W Webster Ave, Muskegon MI 49440, 01/2025, BOARD TRUSTEE, Board Member/Officer/Director/Committee Member/Board Trustee, INV REL, 3 HR/MO, 0 HR/MO TRADING 5) ARC MUSKEGON, 601 Terrace St, Suite 101, Muskegon MI 49440, 04/2026, BOARD TRUSTEE, VOLUNTEER, NIR, 6 HR/MO, 0 HR/MO TRADING 6) THE ARC ON THE LAKESHORE, 601 Terrace St, Suite 101, Muskegon MI 49440, 05/2026, BOARD MEMBER, VOLUNTEER, NIR, 4 HR/MO, 1 HR/MO TRADING 7) SANO, 28555 Orchard Lake Rd, Suite 100, Farmington Hills MI 48334, 07/2026, Investment Advisor Representative, DBA Name, INV REL, 2 HR/MO, 2 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-23
  • S66 Uniform Combined State Law Examination
    2008-06-23

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Grand Rapids, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor