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 |
|---|---|---|---|
| SC | RA | APPROVED | 2022-06-14 |
| TX | RA | APPROVED | 2019-05-13 |
| NC | RA | APPROVED | 2018-03-14 |
Branch Locations
331 Alcove Rd. Ste. 200, Mooresville, NC 28117 • United States
2752 Pleasant Rd. Ste. 108, Ft Mill, SC 29708 • United States
Mooresville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shur-Line | Milwaukee | WI | 11/2015 | 03/2017 |
| Smartpro Financial | Charlotte | NC | 07/2017 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2018 | Present |
| Unemployed | Mooresville | NC | 04/2017 | 07/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2018 | Present |
1) SMART PRO, 113 TULIP DRIVE NC, 08/2017, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 5 HR/WK0 HR/WK TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 03/2018, AS ADVISORY REP OF RIA, INVREL, 40HR/WK 30HR/TRADING 3) SMARTPRO FINANCIAL, University Park FL 34201, 07/01/2022, Investment Advisor Representative, Using a Trade Name/dba, INV REL, 1 HR/MO, 1 HR/MO TRADING. 4) MOORSVILLE YOUTH BASEBALL ASSOCIATION, 298 Sundown Rd, Mooresville NC 28117, START DATE 09/2025, Treasurer, Youth sports organization, NIR, 20 HR/MO, 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-10 |
Reach out to this advisor