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
IA RA APPROVED 2022-07-26
  • IA RA
    APPROVED
    Since 2022-07-26

Branch Locations

Marion, IA • United States

1776 Pleasant Plain Rd., Fairfield, IA 52556 • 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
Berthel Fisher & Company Financial Services, Inc. Cedar Rapids IA 04/2012 03/2020
Cambridge Investment Research, Inc. Fairfield IA 03/2020 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 07/2022 Present
  • 04/2012 → 03/2020
    Berthel Fisher & Company Financial Services, Inc.
    Cedar Rapids, IA
  • 03/2020 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 07/2022 → Present
    Fairfield, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-23
  • S66 Uniform Combined State Law Examination
    2022-07-23
Other Names
  • Jodi Marie Ricardson
  • Jodi Marie Richardson
  • Jodi Marie Richardson

View on SEC IAPD

More in Marion, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor