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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2007-05-08 |
Branch Locations
305 W Chesapeake Ave Ste 510, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Legacy Group, Inc. | Towson | MD | 05/1994 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 05/2007 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 05/2007 | Present |
1. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2. THE LEGACY GROUP INC, 4 RESERVOIR CIRCLE STE 103, BALTIMORE, MD, 02/2019. PRESIDENT. CERTAIN CONSULTING SERVICES WILL BE PROVIDED TO NON-PROFITS UNDER THE NAME THE LEGACY GROUP BY CERTAIN EMPLOYEE(S). THIS CONSULTING WILL NOT INVOLVE FINANCIAL PLANNING OR INVESTMENTS. INV REL-0/WK-0/TRADING. 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-40/WK-10/TRADING. SEE EMPLOYMENT FOR START DATE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-29 |
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