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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-14 |
| TX | RA | APPROVED | 2026-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H.D .VEst Investment Securities | Fort Mill | SC | 10/2006 | 10/2019 |
| H.D. Vest Advisory Services | Fort Mill | SC | 01/2007 | 10/2019 |
| H.D. Vest Insurance Agency Inc | Irving | TX | 10/2009 | 10/2019 |
| H.D. Vest Insurance Agency Inc | Irving | TX | 11/2009 | 10/2019 |
| Bridge Financial Partners, Llc | Fort Mill | SC | 02/2012 | Present |
| Cetera Advisors Llc | Denver | CO | 11/2019 | 01/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 01/2026 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2026 | Present |
1. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556 United States, 01/12/2026, Investment Advisor Representative, CIRA Affiliation, NIR, 160 HR/MO - 120 HR/MO TRADING 2. BRIDGE FINANCIAL PARTNERS LLC, 402 Springcrest Drive, Fort Mill SC 29715, 01/2026, Owner, DBA Name, NIR, 160 HR/MO, 128 HR/MO TRADING 3. BRIDGE FINANCIAL PARTNERS, LLC., 402 Springcrest Drive Fort Mill SC 29715 United States, 01/2026, President, Insurance/Benefits/Human Resources, NIR, 120 HR/MO - 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-31 |
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