Best Investors
Account
Sign in
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2013-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phoenix Homelife | Hartford | CT | 05/1993 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2009 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 10/2010 | Present |
1)PEARSON/PRENTICE HALL, 1 LAKE STREET, UPPER SADDLE RIVER, NJ, 02/11/09, AUTHOR, FINANCIAL EDUCATION PUBLICATIONS, 120 HR/YR- 0 DURING TRADING HOURS. 2)BONNIE KIRCHNER, PO BOX 973, MARION, MA, INDEPENDENT INSURANCE AGENT, MARION, MA, 12/1990 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 15/YR - 10/TRADING. 3)SEA CHANGE FINANCIAL EDUCATION, LLC 163 FRONT STREET, STE 203, MARION, MA 01/08/10, FOUNDER- DEVELOPED TO HOUSE ACTIVITIES SURROUNDING MY BOOK 7 HR/MO- 1 HR/WK TRADING 4)EVEN KEEL FINANCIAL SERVICES, LLC, PO BOX 973, MARION, MA 02738. BEGAN 1/2010 AS OWNER-OPERATING ENTITY FOR INVESTMENT MANAGEMENT AND FINANCIAL PLANNING SERVICES. DEVOTES 40 HR/WK- 35 HR/TRADING. 5)BENTLEY UNIVERSITY, 175 FOREST ST, WALTHAM, MA, 1/2016 AS ADJUNCT FACULTY. NIR - 3 HR/WK - 0/TRADING. 6)RENTAL PROPERTY OWNER, 534 EAST MOUNTAIN ROAD #8, KILLINGTON, VT TWO PROPERTIES IN VERMONT. NIR - 2/WK - 0/TRADING. 7)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 30/WK - 20/TRADING. 08/24/09. 8)BEVERLY YACHT CLUB COUNCIL MEMBER AND TREASURER, 99 Water Street, PO Box 181 MA 02493, Board Member, Treasurer, NIR, 1 HR/MO - 0 Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-10-27 |
Reach out to this advisor