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 |
|---|---|---|---|
| VI | RA | APPROVED | 2022-08-31 |
| TX | RA | APPROVED_RES | 2018-10-01 |
| SC | RA | APPROVED | 2018-08-22 |
| NC | RA | APPROVED | 2017-09-11 |
Branch Locations
331 Alcove Rd. Ste. 200, Mooresville, NC 28117 • United States
2752 Pleasant Rd. Ste. 108, Ft Mill, SC 29708 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Coffren Inc | Concord | NC | 01/2005 | 11/2016 |
| Ccf Investments, Inc. | Charlotte | NC | 03/2016 | 06/2017 |
| Capital Choice Financial Services | Greensboro | GA | 03/2016 | 09/2017 |
| Ameritas Investment Corp. | Lincoln | NE | 06/2017 | 09/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2017 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2017 | Present |
1.SMARTPRO FINANCIAL, PO BOX 2861, INDIAN TRAIL, NC, 9/2017 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. NIR - 20/WK - 20/TRADING. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-29 |
Reach out to this advisor