Best Investors
Account
Sign in
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Altoona | IA | 05/2020 | 08/2022 |
| Primerica Financial Services | Altoona | IA | 07/2019 | 08/2022 |
| United States Postal Service | Urbandale | IA | 12/2018 | 03/2019 |
| Crossfit 327 | Pleasant Hill | IA | 01/2013 | Present |
| Des Moines Public School District | Des Moines | IA | 01/2016 | 03/2018 |
| Southeast Polk Csd | Pleasant Hill | IA | 08/2015 | 08/2017 |
| Simpson College | Indianola | IA | 08/2015 | 08/2017 |
| The Respite Connection | Urbandale | IA | 06/2008 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2022 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2023 | Present |
1) REFINED WEALTH SOLUTIONS LLC, 2710 1st Ave S Unit 102, Altoona IA 50009, 10/2024, Owner, Owner/Partner of a Business Entity, NIR, 160 HR/MO, 160 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 03/2023 3) ROGERS AUTOMATED ENTRANCES, Altoona IA 50009, 04/2025, AGENT, NIR, 0 HR/MO - 0 HR/MO TRADING. 4) IOWA STORM, 2710 1st Ave S Unit 102, Altoona, IA 50009, United States, START DATE 09/2025, Founder, Sport/Fitness/Gaming, NIR, 10 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-03 |
Reach out to this advisor