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 | 2024-08-09 |
| OH | RA | APPROVED | 2024-06-18 |
Branch Locations
4200 Regent St. Ste. 200, Columbus, OH 43219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 12/2012 | 06/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2024 | Present |
1) THE CUTTING BOARD ACADEMY, CLEVELAND OH, 06/2024, BOARD MEMBER, CULINARY NETWORKING, NIR, 1 HR/MO 0 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. 06/18/2024 3) CHAMIE TOWNSEND, Columbus OH 43219, United States, 01/01/2025, Owner, Author/Educator/Podcast/Speaker, NIR, 10 HR/MO 0 HR/MO TRADING 4) ELEVATED WEALTH ADVISORY GROUP, LLC, 4200 Regent Street, Suite 200, Columbus OH 43219, United States, 07/01/2025, Owner, DBA Name, INV REL, 275 HR/MO - 175 HR/MO TRADING 5) WOMEN'S SMALL BUSINESS ACCELERATOR, 25 North St., Dublin, OH 43017, 01/2026, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 5 HR/MO, 5 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-08 |
Reach out to this advisor