Best Investors
Account
Sign in
Best Investors
Account
Sign in
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-03-24 |
| TX | RA | APPROVED | 2023-03-20 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
1920 Mckinney Ave Suite 1150, Dallas, TX 75201 • United States
Arlington, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2013 | 01/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2014 | 01/2017 |
| Lincoln Investment | Fort Washington | PA | 01/2017 | 10/2018 |
| Penn Mutual Life Ins Co | Horsham | PA | 10/2018 | 12/2019 |
| Hornor Townsend & Kent Inc | Horsham | PA | 11/2018 | 03/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2020 | 03/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2020 | 03/2023 |
| Steward Partners Investment Solutions, Llc | Dallas | TX | 03/2023 | Present |
| Steward Partners Invesestment Advisory, Llc | Dallas | TX | 03/2023 | Present |
| Steward Partners Global Advisory, Llc | Dallas | TX | 03/2023 | Present |
1) HOMEOWNER'S ASSOCIATION OF KNOTT'S LANDING ON RUSH CREEK; ARLINGTON, TX; BOARD MEMBER OF A NON-PUBLIC ENTITY, PRESIDENT, 01/01/2020, NIR, 2/MO- 0/TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-11 |
Reach out to this advisor