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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-09-29 |
| GA | RA | APPROVED | 2005-03-28 |
Branch Locations
9040 Roswell Road Suite 430, Atlanta, GA 30350 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Independent Insurance Agent | Atlanta | GA | 01/1998 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2003 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2005 | Present |
1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2)EVERBANK; INVESTMENT RELATED; 11 OVAL DR, STE 107, ISLANDIA, NY 11749; MORTGAGE ORIGINATION; MANAGING MEMBER; STARTED 7/20/04; 4HRS/WK, 3/TRADE HRS; ASSISTING CLIENTS WITH REAL ESTATE LENDING NEEDS. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 10/01/2003
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1989-08-23 |
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