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 |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2008 | 11/2019 |
| Cantella & Co., Inc. | Malden | MA | 01/2020 | 12/2022 |
| Cambridge Investment Research Advisors | Fairfield | IA | 12/2022 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2022 | Present |
| Cantella & Co., Inc. | Malden | MA | 01/2020 | 06/2023 |
1) WEALTH FOUNDATIONS, 29 W 8th St., Ste. 230, Holland MI 49424, United States, 12/09/2022, Investment Advisor Representative, DBA Name, INV REL, 160 HR/MO - 120 HR/MO TRADING 2) CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 12/11/2022, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING 3) WEALTH FOUNDATIONS LLC, 29 W 8th St Suite 230, Holland MI 49424, United States, 12/09/2022, Investment Advisor Representative, Insurance/Benefits/Human Resources, NIR, 5 HR/MO - 3 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-31 |
Reach out to this advisor