Best Investors
Account
Sign in
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Baytown | TX | 07/2021 | 02/2024 |
| April Roberts | Sugar Land | TX | 08/2019 | 09/2019 |
| Fpa Externship | Houston | TX | 06/2020 | 07/2020 |
| Texas A&M | College Station | TX | 08/2018 | 05/2019 |
| Unemployed | Katy | TX | 12/2015 | 07/2018 |
| Unemployed | Katy | TX | 10/2019 | 05/2020 |
| Unemployed | Sugar Land | TX | 08/2020 | 04/2021 |
| Unemployed | Katy | TX | 06/2019 | 07/2019 |
| Primerica | Riverside | CA | 05/2021 | 06/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2024 | Present |
| Cambridge Investment Research Advisor, Inc. | Fairfield | IA | 02/2024 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 02/2024, AS ADMINISTRATIVE REP OF A RIA. INV REL, 80 HR/MO 80 HR/MO TRADING 2) MCGEE WEALTH MANAGEMENT, 848 Dominion Dr, Ste 100, Katy TX 77450, 01/2025, W2 Employee, Employee (receive a W-2), NIR, 160 HR/MO, 130 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-26 |
Reach out to this advisor