Best Investors
Account
Sign in
Best Investors
Account
Sign in
3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-08-11 |
Branch Locations
3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • UNITED STATES
Oradell, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | New York | NY | 11/2015 | 08/2025 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 08/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 08/2025 |
| Nations Financial Group, Inc. | Cedar Rapids | IA | 08/2025 | Present |
Fortress Wealth Planning; It is investment related; 521 Hensler Lane Oradell, NJ 07649; DBA to offer investment and advisory services; Position is Owner; Start date is 08/11/2025; Approx. 160 hours per month devoted to other business; Approx. 160 hours per month devoted to other business during security trading hours; Duties include to provide investment and advisory services to clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-04-08 |
| S66 | Uniform Combined State Law Examination | 2004-04-30 |
Reach out to this advisor