Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| IN | RA | APPROVED | 2022-12-12 |
Branch Locations
10150 Lantern Road Suite 150, Fishers, IN 46037 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 05/2006 | 11/2022 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 05/2006 | 11/2022 |
| Commonwealth Financial Network | Waltham | MA | 11/2022 | 11/2023 |
| Strategic Planning Group | Fishers | IN | 11/2022 | Present |
| Commonwealth Financial Network | Waltham | MA | 11/2023 | Present |
President and Owner, Strategic Planning Group, Inc a private entity established to facilitate securities, and advisory business; Located at 10150 Lantern Road Suite 150 Fishers, IN 46037 as of 4/18/2006; 90% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1985-01-21 |
Reach out to this advisor