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 |
|---|---|---|---|
| TX | RA | APPROVED | 2019-10-23 |
Branch Locations
3 Sugar Creek Center Blvd., Ste. 550, Sugar Land, TX 77478 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Austin | TX | 09/2008 | 10/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2019 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2019 | Present |
| Metam Wealth Advisors | Fairfield | IA | 06/2024 | Present |
1) KING ESTATE LAW, PLLC, 411 S. Presa St., San Antonio TX 78205, United States, 02/01/2016, President, Legal Services, NIR, 80 HR/MO - 60 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 10/2019, AS ADVISORY REP OF A RIA. INV REL, 80 HR/MO 80 HR/MO TRADING 3) METAM WEALTH ADVISORS LLC, 3 Sugar Creek Center Boulevard, Sugar Land TX 77478, United States, 07/01/2025, Owner, DBA Name, NIR, 10 HR/MO 0 HR/MO TRADING 4) SIERRA, SPEARS, & KING PLLC, 411 S. Presa St., San Antonio TX 78205, United States, 08/2025, OWNER, LEGAL SERVICES, NIR, 10 HR/MO - 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-07 |
Reach out to this advisor