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 |
|---|---|---|---|
| UT | RA | APPROVED | 2025-09-15 |
| PA | RA | APPROVED | 2021-04-01 |
Branch Locations
Deer Mountain, UT • United States
5808 Wild Lilac Dr., E Petersburg, PA 17520 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Lancaster | PA | 07/1987 | 04/2021 |
| Avantax Advisory Services | Lancaster | PA | 01/1994 | 04/2021 |
| Personally Owned Rental Prop | Lancaster | PA | 01/1990 | 01/2017 |
| Century Tax & Wealth Mgmt.,Llc | Petersburg | TX | 10/2005 | Present |
| Allianz | E. Petersburg | TX | 01/2008 | Present |
| Avantax Insurance Agency, Llc | Lancaster | PA | 02/1997 | 04/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2021 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2021 | Present |
1) CENTURY TAX & WEALTH MGMT LLC, 590 CENTERVILLE RD #161 LANCASTER PA, CPA/ENROLLED AGENT/TAX PREP/ACCOUNTING SERVICES, 10/01/81, NIR, OWNER, 250 HR/YR 125/TRADING HR. 2) CENTURY TAX & WEALTH MGMT LLC, 590 CENTERVILLE RD #161 LANCASTER PA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 01/2008, INV REL, 15 HR/YR 15/TRADING 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 04/2021 4) MT. CALVARY LUTHERAN CHURCH, 308 PETERSBURG RD LITITZ PA 17543, 01/2023, CHAIRMAN, FINANCE COMMITTEE, NIR, 2 HR/MO 0 HR/MO TRADING 5) PREMIER WEALTH MANAGEMENT, INC., 590 Centerville Rd, #161, Lancaster PA 17601-1306, United States, 05/2026, Investment Advisor Representative, DBA name for e-mail signature only, NIR, 0 HR/MO – 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-08-10 |
Reach out to this advisor