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 |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-09 |
Branch Locations
445 Manget St., Ste. 200, Marietta, GA 30060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cumberland Financial Group Inc | Marietta | GA | 07/2015 | Present |
| Avantax Investment Services, Inc. | Marietta | GA | 09/2020 | 12/2020 |
| Avantax Advisory Services | Marietta | GA | 09/2020 | 02/2021 |
| Cambridge Investment Research Inc. | Fairfield | IA | 06/2024 | Present |
| Cambridge Investment Research Advisors Inc. | Fairfield | IA | 06/2024 | 01/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2025 | Present |
1. CUMBERLAND FINANCIAL GROUP INC, 445 MANGET ST, STE 200, MARIETTA GA 30060, 07/16/2015, W2 Employee, Tax Services, NIR, 100 HR/MO, 80 HR/MO TRADING. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING.05/09/2025 3. CUMBERLAND FINANCIAL GROUP INC, 445 Manget St Suite 200 Marietta GA 30060, 05/2026, INDEPENDENT INSURANCE AGENT, INSURANCE/BENEFITS/HUMAN RESOURCES, NIR, 8 HR/MO, 8 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-05 |
Reach out to this advisor