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
TX RA APPROVED 2026-01-06
FL RA APPROVED 2025-06-03
  • TX RA
    APPROVED
    Since 2026-01-06
  • FL RA
    APPROVED
    Since 2025-06-03

Branch Locations

4465 Baymeadows Rd., Ste. 3, Jacksonville, FL 32217 • United States

12 Vintage Way, Apt 224, Fernandina Beach, FL 32034 • 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
J.W. Cole Financial, Inc. Tampa FL 05/2022 05/2025
Kls Martin Lp Jacksonville FL 05/2020 08/2021
Aa Bottled Gas Jacksonville FL 05/2018 06/2019
Ims Jacksonville FL 06/2019 08/2019
University Of Central Florida Orlando FL 08/2021 05/2022
University Of Central Florida Orlando FL 08/2019 05/2020
Unemployed Callahan FL 05/2012 05/2018
Cambridge Investment Research, Inc. Fairfield IA 05/2025 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 05/2025 Present
  • 05/2022 → 05/2025
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 05/2020 → 08/2021
    Kls Martin Lp
    Jacksonville, FL
  • 05/2018 → 06/2019
    Aa Bottled Gas
    Jacksonville, FL
  • 06/2019 → 08/2019
    Ims
    Jacksonville, FL
  • 08/2021 → 05/2022
    University Of Central Florida
    Orlando, FL
  • 08/2019 → 05/2020
    University Of Central Florida
    Orlando, FL
  • 05/2012 → 05/2018
    Unemployed
    Callahan, FL
  • 05/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 05/2025 → Present
    Fairfield, IA
Previous Registrations
Other Businesses

1. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 01/06/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING 2. KIMBERLY NEWSOME, CFP, 4465 Baymeadows Road, Suite 3, Jacksonville, FL 32217, United States, 02/05/2026, Agent, DBA Name, NIR, 160 HR/MO - 160 HR/MO TRADING 3. THE PINNACLE GROUP, 4465 Baymeadows Road, Suite 3, Jacksonville FL 32217, United States, 04/02/2026, Agent, Insurance/Benefits/Human Resources, NIR, 10 HR/MO - 10 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-14
  • S66 Uniform Combined State Law Examination
    2025-03-14

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Jacksonville, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor