Best Investors
Account
Sign in
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-13 |
| TX | RA | APPROVED | 2017-03-01 |
| PA | RA | APPROVED | 2007-02-02 |
Branch Locations
235 North Sycamore St, Newtown, PA 18940 • United States
Port St Lucie, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 02/2007 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 02/2007 | Present |
1) COMPREHENSIVE INSURANCE RISK MANAGEMENT LLC, 235 N SYCAMORE ST, NEWTOWN, PA, 10/2013 AS MANAGING PARTNER/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 20/MO - 10/TRADING. 2) CALLE CONNECTION INC 511 GRAND AVE, WEST TRENTON, NJ 08628. BEGAN 2/2/07 AS AUTHORIZED SIGNATORY. S-CORP PROVIDES BOOKKEEPING AND OPERATIONAL ASSISTANCE TO CALLE FINANCIAL NETWORK LLC. DEVOTES 1 HR/WK, NONE DURING TRADING. 3) CALLE ENTERPRISES LLC, 235 N SYCAMORE ST, NEWTOWN, PA, 5/2013 AS OWNER OF PERSONAL OFFICE RENTAL SPACE. NIR - 1/YR - 0/TRADING. 4) CALLE FINANCIAL NETWORK, LLC. NEWTOWN, PA. STARTED 2/2007 AS MANAGING PARTNER. DBA NAME. INV REL - 45 HR/WK, 32.5/TRADING. 5) OCEAN HIGH CONDOMINIUM ASSOCIATION, 503 32ND ST, OCEAN CITY, MD, 10/27/2018 AS BOARD MEMBER/PRESIDENT. NIR - 5/MO - 0/TRADING. 6) RAUL AND DEBRA CALLE, 511 GRAND AVE, EWING, NJ, VACATION PROPERTY RENTAL, 08/13/21, NIR, CO-OWNER, 1 HR/MO- 0/TRADING HR. 7) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 02/02/2007 8) WILD BAY LANDING CONDOMINIUM ASSOCIATION, 504 32nd Street, Unit7, Ocean City MD 21842, 06/03/2023, President, Real Estate, NIR, 2 HR/MO, 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-17 |
Reach out to this advisor