Best Investors
Account
Sign in
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Haverhill | MA | 05/2016 | 09/2016 |
| Quinn Pr | New York | NY | 09/2016 | 12/2016 |
| Edlman Pr | New York | NY | 01/2017 | 03/2017 |
| Quinn Pr | New York | NY | 06/2017 | 10/2017 |
| Smartsheet | Boston | MA | 11/2017 | 02/2019 |
| Michael Page | Beverly Hills | CA | 04/2019 | 05/2019 |
| Datarobot | Boston | MA | 08/2019 | 01/2021 |
| Empath | Brighton | MA | 01/2021 | 08/2021 |
| Instacart | Haverhill | MA | 11/2021 | 11/2022 |
| Ages Financial Services, Ltd | Reading | MA | 01/2022 | 09/2024 |
| Trust Advisory Group Ltd. | Haverhill | MA | 02/2023 | 02/2025 |
| Lewis Financial Services 10-12 Phoenix Row | Haverhill | MA | 01/2022 | Present |
| Stonex Securities Inc | Haverhill | MA | 10/2024 | 02/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2025 | Present |
| First American Insurance Underwriters | Haverhill | MA | 08/2022 | Present |
1. INSURANCE AGENT, 10-12 Phoenix Row, Haverhill MA 01832, United States, 09/01/2022, Agent, Insurance/Benefits/Human Resources, NIR, 10 HR/MO - 10 HR/MO TRADING 2. LEWIS FINANCIAL SERVICES, 10-12 Phoenix Row, Haverhill MA 01832, United States, 02/01/2022, Agent, INV REL, 130 HR/MO - 130 HR/MO TRADING 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 02/2025 4. LIBRE ADVISOR NETWORK, 10-12 Phoenix Row, Haverhill MA 01832, United States, 10/01/2025, Agent, OSJ Affiliation, NIR, 40 HR/MO - 160 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-19 |
Reach out to this advisor