Best Investors
Account
Sign in
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-12-12 |
| TX | RA | APPROVED_RES | 2016-01-05 |
| VA | RA | APPROVED | 2011-08-18 |
Branch Locations
3226 Center Point Rd. Ne Ste. 203, Cedar Rapids, IA 52556 • United States
4801 Cox Rd. Suite 102, Glen Allen, VA 23060 • United States
5066 S Amherst Hwy. Ste. 104, Madison Heights, VA 24572 • United States
400-A Tennessee Ave. Ste. 1, Etowah, TN 37331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zurich Kemper Life | Long Grove | IL | 11/1987 | Present |
| The Commonwealth Group | Harrisonburg | VA | 12/1987 | Present |
| Travelers Insurance Group | Hartford | CT | 04/1995 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2011 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 08/2011 | Present |
1. THE COMMONWEALTH GROUP INC, 6 BRIDGEHAMPTON PL, RICHMOND, VA, 11/1987 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2 HR/WK - 0/TRADING. 2. BENEFIT PARTNERS INC, 6 BRIDGEHAMPTON PL, RICHMOND, VA, 6/2011 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 2/WK - 0/TRADING. 3. GSRC INC, 6 BRIDGEHAMPTON PL, RICHMOND, VA, 3/2016 AS CEO OF CORPORATION TO PROVIDE PAYROLL AND BENEFIT SERVICES TO ATLANTIC FINANCIAL GROUP AND THE COMMONWEALTH GROUP. NIR - 5/WK - 2.5/TRADING. 5. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 2 HR/WK - 2/TRADING. 07/23/12. 6. TAG ADVISORS, 4801 COX RD STE 102, GLEN ALLEN, VA, 03/2016. CHIEF EXECUTIVE OFFICER/ FINANCIAL PROFESSIONAL UTILIZING DBA NAME. INV REL-40/WK-6.5/TRADING. 7. THE COMMONWEALTH GROUP, INC, 6 BRIDGEHAMPTON PLACE, RICHMOND, VA,INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 11/01/87, PRESIDENT, NIR, 2/WK- 0/TRADING 8. GSR PRIVATE PRACTICE, 6 BRIDGHAMPTON PLACE, RICHMOND, VA,INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES,11/01/20, NIR, CEO/PRESIDENT, 15/WK- 10/TRADING 9. EVERYINCOME, INC, 1950 OLD GALLOWS ROAD, STE 770, VIENNA, VA, ADV BOARD MEMBER, 04/01/21, NIR, CONSULTANT, 2 HR/WK- 0/TRADING HR. 10. TAG CHARITY, 4801 Cox Road, Suite 102, Glen Allen VA 23060, United States, 02/01/2025, Board Member, Administrative, INV REL, 1 HR/MO- 1HR/TRADING HR. 11. TAG PROTECT, 4801 Cox Road, Richmond VA 23060, United States, 10/31/2025, Owner, Insurance/Benefits/Human Resources, NIR, (3) HR/MO - (3) HR/MO TRADING 12. EXECUTIVE BENEFIT SERVICES INC, 3741 Center Point Road NE, Unit B, Cedar Rapids, IA 52402, United States, 01/01/2026, Owner, Insurance/Benefits/Human Resources, NIR, 10 HR/MO - 10 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-07 |
Reach out to this advisor