Best Investors
Account
Sign in
Best Investors
Account
Sign in
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-07-19 |
Branch Locations
7700 Old Branch Ave. Ste. E205, Clinton, MD 20735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chesapeake Life | Alexandria | VA | 10/1979 | Present |
| Money Concepts Capital Corp | Fort Washington | MD | 01/1990 | 07/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2024 | Present |
1) LEACH WEALTH MANAGEMENT GROUP GROUP, 7700 OLD BRANCH AVE UNIT E-205 CLINTON MD, 06/2008, OWNER, PASS THROUGH ENTITY, NIR, 160 HR/MO 160 HR/MO TRADING 2) WOODROE LEACH, 7700 OLD BRANCH AVE UNIT E-205 CLINTON MD, 07/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 20 HR/MO 20 HR/MO TRADING 3) THE WOODLYN LLC, 15638 LIVINGSTON RD ACCOKEEK MD, 03/2008, OWNER, REAL ESTATE, NIR, 10 HR/MO 10 HR/MO TRADING 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING 07/19/2024 5) ESTATE GURU, 7700 Old Branch Avenue, Unit E-205, Clinton MD 20735, United States, 10/17/2025, I intend to use the Estate Guru platform to allow client and potential clients the opportunity to create their estate planning documents., Technology services, NIR, (10) HR/MO - (10) HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1981-11-12 |
Reach out to this advisor