Best Investors
Account
Sign in
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-08-23 |
Branch Locations
2229 E Grantview Lane #1, Coralville, IA 52241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iowa Western Community College | Council Bluffs | IA | 05/2019 | 08/2019 |
| Student | Iowa City | IA | 01/2011 | 05/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2022 | 04/2024 |
| Northwestern Mutual Investment Services Llc | Cedar Rapids | IA | 11/2022 | 04/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2024 | 04/2024 |
| Cambridge Investment Research Inc. | Fairfield | IA | 04/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2024 | Present |
1) INDEPENDENT INSURANCE AGENT, 2229 E GRANTVIEW LN SUITE 1 CORALVILLE IA, 04/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 10 HR/MO 8 HR/MO TRADING 2) BUSINESS AND FINANCIAL STRATEGIES LLC, 2229 E GRANTVIEW LN SUITE 1 CORALVILLE IA, 04/2024, EMPLOYEE, DBA, INV REL, 160 HR/MO 120 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, 08/2024 4) FINANCIAL INTEGRATORS, 4140 Grand Ave, Des Moines IA 50312, United States, 01/02/2025, W2 Employee, DBA Name, INV REL, 180 HR/MO 140 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-09 |
Reach out to this advisor