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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-02 |
Branch Locations
4380 Redwood Highway, Suite 8, San Rafael, CA 94903 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Rafael | CA | 03/2013 | 08/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2019 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 09/2019 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2019 | Present |
1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. SEE EMPLOYMENT FOR START DATE. 2. GREEN RIVER FINANCIAL SERVICES,4380 Redwood Highway, Suite A-8, San Rafel CA 94903, United States, 08/26/2024, Green River Financial Services, NIR, 0 HR/MO- 0 HR/TRADING 3. STEPHANIE OLSON, 45 Mitchell Blvd., Suite 9, San Rafael CA 94903, 12/2024, W2 Employee, Employee (receive a W-2), NIR, 10 HR/MO, 5 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-03 |
Reach out to this advisor