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
MI RA APPROVED 2020-07-20
  • MI RA
    APPROVED
    Since 2020-07-20

Branch Locations

1414 84Th St. Sw, Byron Center, MI 49315 • United States

5017 Plainfield Ave Ne, Grand Rapids, MI 49525 • United States

32 Market Ave Sw Suite 310, Grand Rapids, MI 49503 • 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
Action Point Financial Grand Rapids MI 06/2016 11/2018
Action Point Retirement Group Llc Wayland MI 11/2018 05/2020
Cambridge Investment Research Advisors, Inc Fairfield IA 07/2020 Present
Cambridge Investment Research, Inc. Fairfield IA 08/2020 Present
Previous Registrations
Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 07/2020, AS ADVISORY REP OF AN RIA, INV REL, 80 HR/MO, 80 HR/MO TRADING. 2) THE RWS AGENCY, 32003 PLYMOUTH RD, #1, LIVONIA, MI, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 07/20, NIR, 5 HR/MO, 0 HR/MO TRADING. 3) LFI 20, LLC, 23781 POINT O WOODS CT, SOUTH LYON, MI, 07/2020, EQUITY ONLY LLC MEMBER, NIR, 0 HR/YR, 0 HR/YR TRADING. 4) RETIREMENT & WEALTH STRATEGIES, 1414 84TH ST. SW, BYRON CENTER, MI, 07/2020, DBA, W2 EMPLOYEE, INV REL, 170 HR/MO, 150 HR/MO TRADING. 5) ROBERT ELLINGER, 1849 CHAMBERLAIN AVE SE, GRAND RAPIDS, MI, 04/2023, OWNER, CRYPTO MINING, NIR, 1 HR/MO, 0 HR/MO TRADING. 6) SANO, 28555 Orchard Lake Rd, Suite 100, Farmington Hills MI 48334, 07/2026, W2 Employee, DBA Name, INV REL, 160 HR/MO, 160 HR/MO TRADING

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-08-24
S65 Uniform Investment Adviser Law Examination 2017-04-28
  • S63 Uniform Securities Agent State Law Examination
    2020-08-24
  • S65 Uniform Investment Adviser Law Examination
    2017-04-28
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Byron Center, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor