Best Investors Account Sign in
Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-08-20
  • OH RA
    APPROVED
    Since 2024-08-20

Branch Locations

24610 Detroit Rd., Suite 210, Westlake, OH 44145 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 10/2014 08/2019
Avon Party Tent Rental Avon OH 07/2014 Present
Lincoln Financial Advisors Cleveland OH 08/2019 08/2024
Cambridge Investment Research, Inc. Fairfield IA 08/2024 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 08/2024 Present
  • 10/2014 → 08/2019
    St Louis, MO
  • 07/2014 → Present
    Avon Party Tent Rental
    Avon, OH
  • 08/2019 → 08/2024
    Lincoln Financial Advisors
    Cleveland, OH
  • 08/2024 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 08/2024 → Present
    Fairfield, IA
Previous Registrations
  • 2019-08-02 → 2024-08-20
    Osaic Fa, Inc.
    Westlake, OH
  • 2015-02-02 → 2019-08-07
    Avon, OH
    St Louis, MO
    Westlake, OH
Other Businesses

1) WEALTHPLAN PARTNERS, 24610 DETROIT ROAD SUITE 210 WESTLAKE OH 44145, United States, 08/19/2024, IAD, DBA, INV REL, 160 HR/MO 150 HR/MO TRADING 2) MICHAEL NORMAN, 24610 DETROIT ROAD SUITE 210 WESTLAKE OH, 08/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 10 HR/MO 10 HR/MO TRADING 3) AVON PARTY TENT RENTAL, 33605 HAWKESBURY CT AVON OH, 08/2024, OWNER, EQUPMENT RENTAL, NIR, 6 HR/MO 0 HR/MO TRADING 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 08/20/2024

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-05
  • S66 Uniform Combined State Law Examination
    2014-12-05

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Westlake, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor