Best Investors
Account
Sign in
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2018-10-20 |
| TX | RA | APPROVED | 2018-10-20 |
Branch Locations
880 13Th St, Marion, IA 52302 • United States
1240 Eighth Ave., Marion, IA 52302 • United States
175 Center Point Rd, Hiawatha, IA 52233 • United States
2755 Edgewood Rd.SW, Cedar Rapids, IA 52404 • United States
399 Edgewood Rd. Nw, Cedar Rapids, IA 52405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Broker Dealer Financial Services | West Des Moines | IA | 06/2016 | Present |
| Cambridge Investment Research Inc | Fairfield | IA | 10/2018 | Present |
| Cambridge Investment Research Advisors Inc | Fairfield | IA | 10/2018 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL, 20/WK 20/TRADING, 10/2018 2) MARION INDEPENDENT SCHOOL FOUNDATION & ALUMNI ASSOCIATION, 777 SOUTH 15TH STREET MARION IA 52302, 08/2023, BOARD MEMBER, SCHOLASTIC, INV REL, 1 HR/MO 0 HR/MO TRADING 3) MARION PUBLIC LIBRARY BOARD, 1101 6th Ave, Marion, IA 52302, 07/2025, Treasurer, Board Member / Officer (Public Library Board), NIR, 2 HR/MO - 0 HR/MO TRADING 4) CLEARVIEW FINANCIAL PLANNING, 880 13th St, Marion IA 52302, 05/2026, President, Insurance/Benefits/Human Resources, NIR, 170 HR/MO, 130 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-10 |
Reach out to this advisor