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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-28 |
Branch Locations
Three Sugar Creek Center Blvd, Suite 550, TX 77478 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Houston | TX | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Sugar Land | TX | 03/2020 | 06/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2024 | Present |
1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 06/28/2024 2. METAM WEALTH ADVISORS, LLC, Three Sugar Creek Center Blvd, Ste 550, Sugar Land TX 77478, United States, 07/01/2025, Owner, DBA Name, NIR, 10 HR/MO - 0 HR/MO TRADING 3. MGA (MANAGING GENERAL AGENCY)/IMO, Ash Brokerage, 888 S. Harrison St., Suite 900, Fort Wayne IN 46802, United States, 05/2026, Agent, Insurance/Benefits/Human Resources, NIR, 1 HR/MO - 1 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-12-17 |
Reach out to this advisor