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500 N Street Suite 30, Sacramento, CA 95814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc | Fairfield | IA | 02/2014 | 12/2022 |
| Cambridge Investment Research Advisors Inc | Fairfield | IA | 02/2014 | 08/2022 |
| Strategic Advocates, Llc | Logan | UT | 08/2022 | Present |
| Strategic Advocates, Llc | Logan | UT | 07/2021 | Present |
| Crown Capital Securities, Lp | Orange | CA | 01/2023 | 03/2024 |
1.) Nancy Gressley Education Foundation; Non-Investment Related; 500 N Street, Suite 30 Sacramento, CA 95814; Nonprofit Public Benefit Corporation; Secretary; Start Date: 1/2024 ; 2 hours devoted weekly; 0 hours devoted during trading hours; Nonprofit entity providing scholarships to college bound students 2.) Michelle Harsch Design Lab (DBA DesignLab+); Non-Investment Related; 3029 Harbour Shore Lane Elk Grove, CA 95758; Corporation; Secretary; Start Date: 2/2024; 1 hour devoted weekly; 0 hours devoted during trading hours; Provide bookkeeping assistance for wife's interior design business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-24 |
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