Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-04-11 |
| TX | RA | APPROVED | 2024-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2020 | 04/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2020 | 04/2024 |
| Self-Employed/Edge Investment Solutions | Dubuque | IA | 11/2020 | Present |
| Self-Employed/The Life Group Financial Services | Dubuque | IA | 04/2018 | 11/2020 |
| Emmaus Bible College | Dubuque | IA | 06/2018 | 01/2020 |
| Dubuque Community School District | Dubuque | IA | 08/2017 | 05/2018 |
| Emmaus Bible College | Dubuque | IA | 08/2016 | 05/2018 |
| Hy-Vee | Dubuque | IA | 07/2014 | 08/2017 |
| Home Educator | Dubuque | IA | 08/2004 | 05/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2023 | 04/2024 |
| Lpl Financial Llc | Cedar Rapids | IA | 04/2024 | Present |
1-02/2024 / Edge Investment Solutions / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mnth / 100 hrs during trading / start date 02/01/2021 2-02/2024 / FIDELIS FINANCIAL GROUP, LLC / Business Entity For Tax/Investment Purposes Only / Non Investment Related / Non Investment Related / start date 10/23/2019 3-02/2024 / Notary / Investment Related / 1 hrs mnth / 1 hr during trading / start date 10/17/2019
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-30 |
Reach out to this advisor