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 |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-01 |
Branch Locations
1408 Sweet Home Rd. Ste. 6, Amherst, NY 14228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | Amherst | NY | 03/2014 | 11/2017 |
| The Investment Center Inc | Amherst | NY | 11/2017 | 11/2024 |
| Ic Advisory Services Inc | Amherst | NY | 06/2020 | 11/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2024 | Present |
1. MARK J. BEARDI, 1408 Sweet Home Road, Suite 6, Amherst NY 14228, United States, 11/01/2024, Agent, Insurance/Benefits/Human Resources, INV REL, 5 HR/MO - 5 HR/MO TRADING 2. SY ASSOCIATES LLC, 1408 Sweet Home Road, Suite 6, Amherst NY 14228, United States, 11/01/2024, IAR, DBA, INV REL, 160/MO - 26/Trading 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 11/01/2024 4. CRUMP, SY Associates, 1408 Sweet Home Road - Suite 6, Amherst NY 14228, United States, 08/29/2025, Agent, Insurance/Benefits/Human Resources, NIR, 2 HR/MO - 2 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-03 |
| S66 | Uniform Combined State Law Examination | 2010-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-03 |
Reach out to this advisor