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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-05 |
| PA | RA | APPROVED | 2021-04-01 |
Branch Locations
210 Wallace Rd., Wexford, PA 15090 • United States
Erie, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors | New York | NY | 06/2014 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2014 | 12/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2021 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2021 | Present |
| Unemployed | Erie | PA | 01/2021 | 03/2021 |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 04./01/21 2) SUMMIT VIEW WEALTH MANAGEMENT, LLC, 437 GRANT STREET, STE 421, PITTSBURGH, PA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES,05/12/21, INV REL, 4 HR/MO- 4/TRADING HR. 3) SUMMIT VIEW WEALTH MANAGEMENT, LLC, 210 Wallace Rd., Wexford PA 15090, United States, 04/01/2021, IAR, DBA Name, INV REL, 160 HR/MO- 120/TRADING HR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-24 |
Reach out to this advisor