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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2022-03-01 |
Branch Locations
670 E Riverpark Lane Ste. 140, Boise, ID 83706 • United States
Boise, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc | Seattle | WA | 05/2010 | 11/2020 |
| Securities America, Inc. | Boise | ID | 11/2020 | 03/2022 |
| Securities America Advisors, Inc. | Boise | ID | 11/2020 | 03/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2022 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2022 | Present |
1) INSURANCE SALES, 670 E. Riverpark Lane, Suite 140, Boise ID 83706, United States, 02/21/2022, Agent, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 40 HR/MO - 0 HR/MO TRADING 2) CIRA / 1776 PLEASANT PLAIN RD, FAIRFIELD, IA 52556 / AS ADVISORY REP OF A RIA / INV REL / 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 3) BOISE RETIREMENT COACH, Boise ID 83706, 03/2022, Agent, Using as a Trade Name/ dba, INV REL, 1 HR/MO - 0 Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-12-28 |
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