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 |
|---|---|---|---|
| CO | RA | APPROVED | 2019-11-18 |
Branch Locations
7035 Campus Dr. Ste. 807, Colorado Springs, CO 80920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2011 | 05/2017 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 08/2011 | 05/2017 |
| Kestra Financial, Inc. | Aurora | CO | 05/2017 | 10/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2019 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2019 | Present |
| Tag Insurance - Karban Agency | Parker | CO | 11/2011 | Present |
1.TAG INSURANCE KARBAN AGENCY, 7167 S ALTON WAY, CENTENNIAL, CO, 11/2011. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL-5/WK-1/TRADING. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-10/WK-2/TRADING,08/19/11 3.SWAN WEALTH MANAGEMENT, Colorado Springs CO 80920, 07/2021, Owner, IAR, INV REL, 160 HR/MO - 160 Trading 4.PRECISION WEALTH ADVIDORS, Colorado Springs CO 80920, 07/2021, 1099 Contractor, IAR, INV REL, 15 HR/MO - 15 Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-22 |
Reach out to this advisor