Best Investors Account Sign in
Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-03-02
TX RA APPROVED 2026-03-02
  • TN RA
    APPROVED
    Since 2026-03-02
  • TX RA
    APPROVED
    Since 2026-03-02

Branch Locations

1210 Premier Dr. Ste. 125, Chattanooga, TN 37421 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc. Fairfield IA 07/2025 03/2026
Cambridge Investment Research, Inc. Fairfield IA 10/2025 Present
Tennessee Valley Authority Chattanooga TN 08/2024 07/2025
Tennessee Valley Authority Chattanooga TN 05/2023 08/2024
Covenant College Lookout Mountain GA 08/2023 05/2024
Covenant College Lookout Mountain GA 08/2022 05/2023
Woodside Farm Creamery Hockessin DE 08/2019 08/2022
Us Soccer Federation Wilmington DE 06/2017 06/2021
Tall Oaks Classical School Bear DE 08/2016 05/2017
Tall Oaks Classical School Bear DE 08/2017 05/2018
Tall Oaks Classical School Bear DE 08/2018 05/2019
Delaware Valley Classical School New Castle DE 08/2019 05/2020
Covenant College Lookout Mountain GA 08/2020 05/2021
Covenant College Lookout Mountain GA 08/2021 05/2022
Covenant College Lookout Mountain GA 08/2022 05/2023
Covenant College Lookout Mountain GA 08/2023 05/2024
Unemployed Wilmington DE 05/2017 06/2017
Cambridge Investment Research Advisors, Inc. Fairfield IA 03/2026 Present
  • 07/2025 → 03/2026
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 10/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 08/2024 → 07/2025
    Tennessee Valley Authority
    Chattanooga, TN
  • 05/2023 → 08/2024
    Tennessee Valley Authority
    Chattanooga, TN
  • 08/2023 → 05/2024
    Covenant College
    Lookout Mountain, GA
  • 08/2022 → 05/2023
    Covenant College
    Lookout Mountain, GA
  • 08/2019 → 08/2022
    Woodside Farm Creamery
    Hockessin, DE
  • 06/2017 → 06/2021
    Us Soccer Federation
    Wilmington, DE
  • 08/2016 → 05/2017
    Tall Oaks Classical School
    Bear, DE
  • 08/2017 → 05/2018
    Tall Oaks Classical School
    Bear, DE
  • 08/2018 → 05/2019
    Tall Oaks Classical School
    Bear, DE
  • 08/2019 → 05/2020
    Delaware Valley Classical School
    New Castle, DE
  • 08/2020 → 05/2021
    Covenant College
    Lookout Mountain, GA
  • 08/2021 → 05/2022
    Covenant College
    Lookout Mountain, GA
  • 08/2022 → 05/2023
    Covenant College
    Lookout Mountain, GA
  • 08/2023 → 05/2024
    Covenant College
    Lookout Mountain, GA
  • 05/2017 → 06/2017
    Unemployed
    Wilmington, DE
  • 03/2026 → Present
    Fairfield, IA
Other Businesses

1) CAPITAL WEALTH ADVISORS LLC, 112 Westwood Place Ste #160, Brentwood TN 37027, START DATE 12/2025, ROLE Investment Advisor Representative, NATURE DBA, INV REL, HR/MO 1, HR/MO TRADING 0 2) CIRA, 1776 Pleasant Plain Road, Fairfield, IA 52556, 03/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO, 120 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-20
  • S66 Uniform Combined State Law Examination
    2026-02-20
Other Names
  • Wes Marshall

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chattanooga, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor