Best Investors
Account
Sign in
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-16 |
| OH | RA | APPROVED | 2019-07-02 |
Branch Locations
Enterprise Place, 3401 Enterprise Pkwy Ste 220, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Chagrin Falls | OH | 04/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chagrin Falls | OH | 11/2016 | 07/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2019 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2019 | Present |
| Wernick Wealth Management Group | Pepper Pike | OH | 04/2014 | 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. WERNICK SPEAR WEALTH MANAGERS, 3401 ENTERPRISE PARKWAY STE 220, BEACHWOOD, OH, 09/2015. NOTARY PUBLIC. NIR-10/YR-0/TRADING. 3. RENTAL PROPERTY OWNER, CLEVELAND, OH, 01/2019. NIR-1/MO-0/TRADING. 4.GATEWAY CONSULTING SOLUTIONS, Cleveland OH 44102, United States, 02/15/2022, Owner, Consulting/Coaching, NIR, 10 HR/MO - 0 HR/MO TRADING 5. Christa Repas, 3401 Enterprise Parkway, Suite 220, Beachwood OH 44122-7341, United States, 03/05/2014, Insurance Agent, Insurance/Benefits/Human Resources, NIR, 0 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-23 |
Reach out to this advisor