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 | 2024-10-17 |
| VA | RA | APPROVED | 2024-10-17 |
Branch Locations
1 Park West Circle Ste. 306L, Midlothian, VA 23114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Midlothian | VA | 07/2013 | 10/2016 |
| Lpl Financial, Llc | Midlothian | VA | 10/2016 | 10/2024 |
| Colonial River Investments, Llc | Midlothian | VA | 10/2016 | 10/2020 |
| Wealthcare Advisory Partners, Llc | Midlothian | VA | 10/2020 | 10/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2024 | Present |
1) PALMESE FINANCIAL LLC, 1 PARK WEST CIRCLE SUITE 306L MIDLOTHIAN VA, 11/2019, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 40 HR/MO 1 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 09/2024, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 40 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-07 |
Reach out to this advisor