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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-18 |
| VA | RA | APPROVED | 2014-04-02 |
Branch Locations
12020 Sunrise Valley Dr., Ste 380, Reston, VA 20191 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc | Fairfield | IA | 04/2014 | Present |
| Cambridge Investment Research Advisors Inc | Fairfield | IA | 04/2014 | Present |
1) LOUDOUN COUNTY PUBLIC SCHOOLS, 21000 EDUCTION COURT, ASHBURN, VA 20148. BEGAN 2/21/2007 AS ASSISTANT COACH. NOT INVESTMENT RELATED. DEVOTES 10 HOURS/WEEK, NONE DURING TRADING. NON-PROFIT ORGANIZATION. 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. 3) DAVID C. SMITH / 47480 Meadow Ridge Court, Potomac Falls VA / 3/2023 / INSURANCE AGENT THAT OFFERS INSURANCE THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES / INV REL / 3 HR/MO - 3 HR TRADING 4) SUNRISE WEALTH PARTNERS, LLC, 12020 Sunrise Valley Drive, Suite 380, Reston VA 20191, United States, 04/03/2014, Independent Financial Advisor, Using a Trade Name/dba, NIR, 0 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 1989-08-25 |
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