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_RES | 2014-09-15 |
| MS | RA | APPROVED | 2010-08-27 |
Branch Locations
350 Arbor Dr Ste E, Ridgeland, MS 39157 • United States
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2009 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2010 | Present |
1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2) ROLLING MEADOWS HOME OWNERS ASSOCIATION, 227 MEADOWOODS DR, JACKSON, MS 39211 BEGAN 10/15/10 AS BOARD MEMBER. ATTEND MEETINGS TO IMPROVE NEIGHBORHOOD. NOT INVESMENT RELATED, NONE PROFIT. DEVOTES 15 HRS.YR, NONE DURING TRADING HRS. 3) DBA HARVEY CAPITAL STRATEGIES LLC. RIDGELAND, MS. STARTED 12/2014 AS PRESIDENT. SPENDS 50 HR/WK, 50 HR/TRADING. 4) WELLSPRING WEALTH GROUP PLLC. RIDGELAND, MS. DBA ENTITY. STARTED 8/2010 AS MANAGING PARTNER. SPENDS 1 HR/MO, NONE DURING TRADING. 5) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-08 |
| S65 | Uniform Investment Adviser Law Examination | 2003-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-02 |
Reach out to this advisor