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_RES | 2021-01-07 |
| OH | RA | APPROVED | 2011-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Herron Financial Group | Washington Court | OH | 07/1999 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 09/2011 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2011 | Present |
1. INDEPENDENT INSURANCE AGENT, 07/01/1999, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 180hrs/MO-120HR/MO TRADING 2. PARTNER, KALL PROPERTIES/REAL ESTATE/START DATE 10/1/2000/APPROX 4 HOURS PER MONTH. 3. TRUSTEE KATHERINE PARRETT TRUST 1 HR/MONTH 2011 4. TRUSTEE CHLOEE TEACHNOR TRUST 1 HR/MONTH 2011 5. JESSIE EYMAN TRUST 134 E. COURT ST. WASHINGTON COURT HOUSE, OH 43160. BEGAN 5/1/2012 AS CO-TRUSTEE OVERSEEING THE RUNNING OF A FARM AND AN INVESTMENT PORTFOLIO THAT IS MANAGED BY MERRILL LYNCH. THE PROCEEDS ARE THEN GIVEN TO LOCAL CHARITIES. NOT INVESTMENT RELATED. DEVOTES 1 HR/WK. NONE DURING TRADING hrs. 6. FAYETTE INVESTMENT CLUB 1037 GLENN AVE. WASHINGTON C.G., OH 43160. BEGAN 01/01/1995 AS MEMBER, MAKING NO TRADES, HANDLING NO MONEY. NOT INVESTMENT RELATED. DEVOTES 2 HRS/MNTH. NONE DURING TRADING. 7. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 10/01/2008
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-05-26 |
Reach out to this advisor