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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-03-04 |
Branch Locations
950 W University Dr Ste 103, Rochester, MI 48307-1888 • United States
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 |
|---|---|---|---|---|
| Keystone Financial Services | Rochester | MI | 08/1995 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2000 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2005 | Present |
1)CIRA, 1776 PLEASANT PLAIN ROAD, FAIRFIELD IA, AS ADVISORY REP OF A RIA. INVESTMENT RELATED 25/WEEK 25/TRADE. SEE EMPLOYMENT HISTORY FOR START DATE. 2)KEYSTONE FINANCIAL SERVICES,LLC, ROCHESTER, MI. 04/30/1990, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. NOT INVESTMENT RELATED, 5/MONTHLY, NONE/TRADE 3)KEYSTONE FINANCIAL SERVICES LLC, 950 W UNIVERSITY DR STE 103, ROCHESTER, MI, 10/2005. SERVICES SUCH AS BOOK KEEPING, AUTO LEASE NEGOTIATION, NURSING HOME REVIEWS, Assisting client with prepping notes for estate planning meetings and tax/accounting meetings. Assisting with pre-paid funeral arraignments. etc. NIR - 100/YR - 0/TRADING. 4)KEYSTONE FINANCIAL SERVICES, LLC, 950 W. University Drive, Suite 103, Rochester, MI 48307, 10/15/2005, Owner, DBA Name, NIR, 9 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-02 |
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