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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-04-08 |
| WI | RA | APPROVED | 2009-02-05 |
Branch Locations
2921 Landmark Place Ste. 225, Madison, WI 53713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2001 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2005 | Present |
1) J. POELS FINANCIAL, LLC, 107 FRONT STREET, BEAVER DAM, WI, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 01/10/98, NIR, 3 HR/WK- 0/TRADING HR. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-12 |
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